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IJS icon

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

&Partners’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 		$3.3M Buy
27,920
+1,760
+7% +$213K 0.02% 690
2025
Q4 		$2.97M Buy
26,160
+8,038
+44% +$901K 0.02% 686
2025
Q3 		$2M Buy
18,122
+7,328
+68% +$778K 0.01% 751
2025
Q2 		$1.07M Buy
10,794
+154
+1% +$14.5K 0.01% 948
2025
Q1 		$1.03M Buy
10,640
+1,949
+22% +$206K 0.01% 815
2024
Q4 		$948K Buy
8,691
+3,648
+72% +$404K 0.01% 787
2024
Q3 		$543K Buy
5,043
+697
+16% +$72.4K 0.01% 831
2024
Q2 		$423K Buy
+4,346
New +$427K 0.02% 599

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

&Partners's IJS Position: Q1 2026 in Review

&Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.7% in Q1 2026, buying an estimated $213K and bringing the position to 27,920 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #690.

&Partners first reported a position in IJS in Q2 2024 and has held it in 8 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • &Partners held 27,920 shares of iShares S&P Small-Cap 600 Value ETF worth $3.3M as of Q1 2026.
  • &Partners bought 1,760 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $213K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #690 holding.
  • &Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.