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

Panoramic Investment 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 Q1	$272K	Buy	2,295 +250	+12%	+$30.2K	0.15%	108
2025 Q4	$233K	Sell	2,045 -300	-13%	-$33.6K	0.13%	114
2025 Q3	$259K	Hold	2,345	–	–	0.15%	104
2025 Q2	$233K	Sell	2,345 -3,135	-57%	-$296K	0.14%	106
2025 Q1	$534K	Hold	5,480	–	–	0.36%	62
2024 Q4	$595K	Buy	5,480 +500	+10%	+$55.4K	0.39%	59
2024 Q3	$536K	Buy	+4,980	New	+$517K	0.37%	62
2024 Q1	$553K	Buy	5,380 +2,225	+71%	+$221K	0.41%	55
2023 Q4	$325K	Hold	3,155	–	–	0.28%	72
2023 Q3	$281K	Buy	+3,155	New	+$300K	0.26%	77

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Panoramic Investment Advisors's IJS Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 12% in Q1 2026, buying an estimated $30.2K and bringing the position to 2,295 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #108.

Panoramic Investment Advisors first reported a position in IJS in Q3 2023 and has held it in 10 quarters since. The position peaked at $595K in Q4 2024. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Panoramic Investment Advisors held 2,295 shares of iShares S&P Small-Cap 600 Value ETF worth $272K as of Q1 2026.
Panoramic Investment Advisors bought 250 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $30.2K.
iShares S&P Small-Cap 600 Value ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q1 2026, its #108 holding.
Panoramic Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2023 and has held it in 10 quarters since.
Panoramic Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $595K in Q4 2024.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.