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

Regal 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 		$1.09M Buy
9,196
+267
+3% +$32.3K 0.06% 276
2025
Q4 		$1.02M Sell
8,929
-415
-4% -$46.5K 0.06% 278
2025
Q3 		$1.03M Buy
9,344
+11
+0.1% +$1.17K 0.07% 256
2025
Q2 		$929K Buy
9,333
+99
+1% +$9.35K 0.07% 247
2025
Q1 		$900K Buy
9,234
+438
+5% +$46.2K 0.07% 235
2024
Q4 		$955K Buy
8,796
+694
+9% +$76.9K 0.07% 234
2024
Q3 		$872K Sell
8,102
-785
-9% -$81.5K 0.06% 266
2024
Q2 		$864K Sell
8,887
-2,301
-21% -$226K 0.06% 272
2024
Q1 		$1.15M Sell
11,188
-63,287
-85% -$6.28M 0.08% 233
2023
Q4 		$7.68M Buy
74,475
+2,411
+3% +$220K 0.58% 41
2023
Q3 		$6.43M Buy
72,064
+64,459
+848% +$6.14M 0.54% 48
2023
Q2 		$723K Sell
7,605
-702
-8% -$64.2K 0.06% 238
2023
Q1 		$777K Buy
8,307
+2,511
+43% +$245K 0.07% 222
2022
Q4 		$529K Sell
5,796
-62
-1% -$5.71K 0.05% 266
2022
Q3 		$483K Sell
5,858
-12,829
-69% -$1.19M 0.05% 273
2022
Q2 		$1.66M Buy
18,687
+13,476
+259% +$1.29M 0.17% 128
2022
Q1 		$534K Buy
5,211
+39
+0.8% +$3.98K 0.05% 299
2021
Q4 		$540K Sell
5,172
-290
-5% -$30.4K 0.05% 319
2021
Q3 		$550K Sell
5,462
-68
-1% -$6.87K 0.05% 320
2021
Q2 		$583K Buy
+5,530
New +$578K 0.06% 307
2021
Q1 		– Sell
-5,544
Closed -$451K – 221
2020
Q4 		$451K Buy
+5,544
New +$403K 0.05% 297
2020
Q3 		– Sell
-5,228
Closed -$315K – 122
2020
Q2 		$315K Buy
+5,228
New +$293K 0.06% 236
2020
Q1 		– Sell
-5,224
Closed -$420K – 162
2019
Q4 		$420K Buy
5,224
+428
+9% +$33.2K 0.08% 216
2019
Q3 		$360K Buy
4,796
+998
+26% +$73.3K 0.07% 223
2019
Q2 		$282K Sell
3,798
-282
-7% -$20.9K 0.05% 256
2019
Q1 		$301K Sell
4,080
-344
-8% -$25.4K 0.06% 243
2018
Q4 		$292K Sell
4,424
-1,054
-19% -$78.2K 0.06% 247
2018
Q3 		$457K Buy
5,478
+840
+18% +$71K 0.1% 198
2018
Q2 		$379K Sell
4,638
-900
-16% -$72K 0.12% 186
2018
Q1 		$418K Buy
5,538
+838
+18% +$64.4K 0.09% 193
2017
Q4 		$361K Buy
4,700
+10
+0.2% +$753 0.08% 206
2017
Q3 		$348K Sell
4,690
-456
-9% -$31.8K 0.08% 204
2017
Q2 		$360K Sell
5,146
-82
-2% -$5.67K 0.09% 192
2017
Q1 		$362K Buy
5,228
+382
+8% +$26.6K 0.09% 191
2016
Q4 		$339K Sell
4,846
-912
-16% -$59.7K 0.09% 187
2016
Q3 		$359K Buy
5,758
+686
+14% +$42.1K 0.1% 183
2016
Q2 		$296K Buy
+5,072
New +$291K 0.08% 200
2015
Q4 		– Sell
-2,524
Closed -$132K – 565
2015
Q3 		$132K Sell
2,524
-42
-2% -$2.33K 0.03% 306
2015
Q2 		$151K Buy
2,566
+2
+0.1% +$119 0.04% 277
2015
Q1 		$152K Buy
2,564
+118
+5% +$6.86K 0.04% 280
2014
Q4 		$144K Sell
2,446
-864
-26% -$48.8K 0.04% 256
2014
Q3 		$178K Sell
3,310
-30
-0.9% -$1.69K 0.05% 230
2014
Q2 		$193K Buy
3,340
+2
+0.1% +$112 0.07% 206
2014
Q1 		$189K Buy
3,338
+4
+0.1% +$221 0.08% 187
2013
Q4 		$185K Buy
3,334
+64
+2% +$3.42K 0.11% 153
2013
Q3 		$167K Sell
3,270
-66
-2% -$3.28K 0.1% 181
2013
Q2 		$156K Buy
+3,336
New +$153K 0.09% 181

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

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

Regal Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3% in Q1 2026, buying an estimated $32.3K and bringing the position to 9,196 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #276.

Regal Investment Advisors first reported a position in IJS in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.68M in Q4 2023. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Regal Investment Advisors held 9,196 shares of iShares S&P Small-Cap 600 Value ETF worth $1.09M as of Q1 2026.
  • Regal Investment Advisors bought 267 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $32.3K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.06% of Regal Investment Advisors's portfolio in Q1 2026, its #276 holding.
  • Regal Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 47 quarters since.
  • Regal Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $7.68M in Q4 2023.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.