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NWAM LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

NWAM LLC’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,800
Closed -$502K – 260
2015
Q1 		$502K Buy
+2,800
New +$163K 0.21% 117

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

NWAM LLC's IJS Position: Q1 2026 in Review

NWAM LLC reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.42% in Q1 2026, selling an estimated $10.9K and leaving 21,393 shares worth $2.53M. The position accounts for 0.15% of the portfolio, ranked #149.

NWAM LLC first reported a position in IJS in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.33M in Q2 2022. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • NWAM LLC held 21,393 shares of iShares S&P Small-Cap 600 Value ETF worth $2.53M as of Q1 2026.
  • NWAM LLC sold 90 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $10.9K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.15% of NWAM LLC's portfolio in Q1 2026, its #149 holding.
  • NWAM LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 49 quarters since.
  • NWAM LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $3.33M in Q2 2022.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.