Rehmann Capital Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Rehmann Capital Advisory 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	$299K	Buy	2,520 +2	+0.1%	+$242	0.02%	552
2025 Q4	$286K	Sell	2,518 -1,170	-32%	-$131K	0.01%	545
2025 Q3	$408K	Sell	3,688 -119	-3%	-$12.6K	0.02%	427
2025 Q2	$379K	Buy	3,807 +10	+0.3%	+$944	0.02%	419
2025 Q1	$370K	Sell	3,797 -219	-5%	-$23.1K	0.02%	430
2024 Q4	$436K	Buy	4,016 +409	+11%	+$45.3K	0.03%	384
2024 Q3	$388K	Sell	3,607 -189	-5%	-$19.6K	0.03%	399
2024 Q2	$369K	Sell	3,796 -60	-2%	-$5.9K	0.03%	402
2024 Q1	$396K	Sell	3,856 -7	-0.2%	-$695	0.03%	368
2023 Q4	$398K	Sell	3,863 -12	-0.3%	-$1.09K	0.03%	359
2023 Q3	$346K	Sell	3,875 -271	-7%	-$25.8K	0.03%	369
2023 Q2	$394K	Sell	4,146 -260	-6%	-$23.8K	0.04%	354
2023 Q1	$412K	Sell	4,406 -431	-9%	-$42.1K	0.04%	340
2022 Q4	$442K	Sell	4,837 -387	-7%	-$35.6K	0.05%	313
2022 Q3	$431K	Sell	5,224 -1,381	-21%	-$128K	0.05%	310
2022 Q2	$588K	Buy	6,605 +1,394	+27%	+$134K	0.06%	258
2022 Q1	$534K	Buy	5,211 +1	+0%	+$102	0.05%	300
2021 Q4	$544K	Sell	5,210 -3	-0.1%	-$314	0.05%	302
2021 Q3	$525K	Sell	5,213 -82	-2%	-$8.28K	0.05%	311
2021 Q2	$558K	Sell	5,295 -559	-10%	-$58.4K	0.05%	287
2021 Q1	$590K	Sell	5,854 -879	-13%	-$83.2K	0.06%	254
2020 Q4	$548K	Sell	6,733 -2,155	-24%	-$157K	0.06%	248
2020 Q3	$544K	Buy	8,888 +308	+4%	+$19.4K	0.07%	233
2020 Q2	$516K	Buy	8,580 +2,552	+42%	+$143K	0.07%	231
2020 Q1	$301K	Buy	+6,028	New	+$418K	0.05%	281
2019 Q3	–	Sell	-5,972	Closed	-$444K	–	1889
2019 Q2	$444K	Buy	5,972 +1,556	+35%	+$115K	0.05%	269
2019 Q1	$326K	Buy	+4,416	New	+$326K	0.04%	307
2018 Q4	–	Sell	-2,336	Closed	-$195K	–	1972
2018 Q3	$195K	Buy	2,336 +592	+34%	+$50K	0.03%	402
2018 Q2	$142K	Sell	1,744 -432	-20%	-$34.5K	0.02%	463
2018 Q1	$164K	Buy	+2,176	New	+$167K	0.03%	427
2014 Q1	–	Sell	-24,294	Closed	-$1.35M	–	333
2013 Q4	$1.35M	Buy	24,294 +334	+1%	+$17.8K	0.41%	58
2013 Q3	$1.23M	Buy	23,960 +5,058	+27%	+$252K	0.4%	55
2013 Q2	$883K	Buy	+18,902	New	+$867K	0.31%	67

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

Rehmann Capital Advisory Group's IJS Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.08% in Q1 2026, buying an estimated $242 and bringing the position to 2,520 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #552.

Rehmann Capital Advisory Group first reported a position in IJS in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.35M in Q4 2013. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Rehmann Capital Advisory Group held 2,520 shares of iShares S&P Small-Cap 600 Value ETF worth $299K as of Q1 2026.
Rehmann Capital Advisory Group bought 2 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $242.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #552 holding.
Rehmann Capital Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 33 quarters since.
Rehmann Capital Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $1.35M in Q4 2013.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.