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Oxler Private Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Oxler Private Wealth’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 		$3.79M Sell
32,013
-836
-3% -$101K 1.19% 20
2025
Q4 		$3.74M Sell
32,849
-531
-2% -$59.5K 1.08% 20
2025
Q3 		$3.69M Sell
33,380
-311
-0.9% -$33K 1.07% 21
2025
Q2 		$3.35M Sell
33,691
-33,967
-50% -$3.21M 1.05% 21
2025
Q1 		$6.6M Sell
67,658
-950
-1% -$100K 2.32% 13
2024
Q4 		$7.45M Buy
68,608
+525
+0.8% +$58.2K 2.45% 12
2024
Q3 		$7.33M Buy
68,083
+42,059
+162% +$4.37M 2.55% 11
2024
Q2 		$2.53M Sell
26,024
-212
-0.8% -$20.8K 0.94% 26
2024
Q1 		$2.7M Sell
26,236
-572
-2% -$56.8K 1.06% 24
2023
Q4 		$2.76M Buy
26,808
+93
+0.3% +$8.47K 2.29% 12
2023
Q3 		$2.39M Buy
26,715
+259
+1% +$24.7K 1.2% 25
2023
Q2 		$2.52M Sell
26,456
-18,340
-41% -$1.68M 1.2% 23
2023
Q1 		$4.19M Buy
44,796
+985
+2% +$96.2K 2.07% 12
2022
Q4 		$4M Sell
43,811
-1,477
-3% -$136K 2.15% 10
2022
Q3 		$3.77M Buy
45,288
+1,405
+3% +$130K 2.11% 9
2022
Q2 		$3.91M Buy
43,883
+11,730
+36% +$1.12M 1.88% 14
2022
Q1 		$3.29M Buy
32,153
+74
+0.2% +$7.54K 1.48% 16
2021
Q4 		$3.35M Buy
32,079
+3,045
+10% +$319K 1.39% 17
2021
Q3 		$2.98M Buy
29,034
+6,132
+27% +$619K 1.31% 16
2021
Q2 		$2.41M Buy
22,902
+2,093
+10% +$219K 1.05% 23
2021
Q1 		$2.1M Buy
20,809
+10,255
+97% +$971K 1.06% 27
2020
Q4 		$826K Buy
+10,554
New +$767K 0.47% 47

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

Oxler Private Wealth's IJS Position: Q1 2026 in Review

Oxler Private Wealth reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.5% in Q1 2026, selling an estimated $101K and leaving 32,013 shares worth $3.79M. The position accounts for 1.19% of the portfolio, ranked #20.

Oxler Private Wealth first reported a position in IJS in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.45M in Q4 2024. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Oxler Private Wealth held 32,013 shares of iShares S&P Small-Cap 600 Value ETF worth $3.79M as of Q1 2026.
  • Oxler Private Wealth sold 836 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $101K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.19% of Oxler Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Oxler Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $7.45M in Q4 2024.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.