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

Operose Advisors’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
2026
Q2 		$1.59M Buy
11,660
+17
+0.1% +$2.19K 0.31% 42
2026
Q1 		$1.38M Buy
11,643
+8
+0.1% +$966 0.32% 41
2025
Q4 		$1.32M Sell
11,635
-3
-0% -$336 0.31% 43
2025
Q3 		$1.29M Sell
11,638
-1,142
-9% -$121K 0.32% 40
2025
Q2 		$1.27M Buy
12,780
+22
+0.2% +$2.08K 0.36% 38
2025
Q1 		$1.24M Sell
12,758
-37
-0.3% -$3.9K 0.41% 36
2024
Q4 		$1.39M Sell
12,795
-1,222
-9% -$135K 0.48% 33
2024
Q3 		$1.51M Buy
14,017
+939
+7% +$97.5K 0.49% 27
2024
Q2 		$1.27M Sell
13,078
-10,285
-44% -$1.01M 0.45% 30
2024
Q1 		$2.4M Sell
23,363
-21,082
-47% -$2.09M 0.81% 15
2023
Q4 		$4.58M Sell
44,445
-8,939
-17% -$815K 1.83% 10
2023
Q3 		$4.76M Sell
53,384
-1,336
-2% -$127K 1.89% 9
2023
Q2 		$5.2M Buy
54,720
+326
+0.6% +$29.8K 2.36% 8
2023
Q1 		$5.09M Sell
54,394
-6,066
-10% -$593K 2.53% 8
2022
Q4 		$5.52M Buy
60,460
+12,318
+26% +$1.13M 2.95% 7
2022
Q3 		$3.97M Buy
48,142
+10,132
+27% +$938K 2.61% 8
2022
Q2 		$3.38M Buy
38,010
+3,717
+11% +$356K 2.38% 8
2022
Q1 		$3.51M Buy
34,293
+1,528
+5% +$156K 2.43% 9
2021
Q4 		$3.42M Buy
+32,765
New +$3.43M 2.79% 8

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Operose Advisors's IJS Position: Q2 2026 in Review

Operose Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.15% in Q2 2026, buying an estimated $2.19K and bringing the position to 11,660 shares worth $1.59M. The position accounts for 0.31% of the portfolio, ranked #42.

Operose Advisors first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.52M in Q4 2022. 845 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Operose Advisors held 11,660 shares of iShares S&P Small-Cap 600 Value ETF worth $1.59M as of Q2 2026.
  • Operose Advisors bought 17 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.19K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.31% of Operose Advisors's portfolio in Q2 2026, its #42 holding.
  • Operose Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $5.52M in Q4 2022.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.