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Optimist Retirement Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Optimist Retirement Group’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
Q1 		$217K Buy
1,834
+3
+0.2% +$362 0.1% 109
2025
Q4 		$208K Buy
1,831
+9
+0.5% +$1.01K 0.1% 110
2025
Q3 		$202K Buy
+1,822
New +$193K 0.09% 118

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

Optimist Retirement Group's IJS Position: Q1 2026 in Review

Optimist Retirement Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.16% in Q1 2026, buying an estimated $362 and bringing the position to 1,834 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #109.

Optimist Retirement Group first reported a position in IJS in Q3 2025 and has held it in 3 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Optimist Retirement Group held 1,834 shares of iShares S&P Small-Cap 600 Value ETF worth $217K as of Q1 2026.
  • Optimist Retirement Group bought 3 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $362.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Optimist Retirement Group's portfolio in Q1 2026, its #109 holding.
  • Optimist Retirement Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.