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

Richardson Capital Management’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	–	Sell	-88	Closed	-$10K	–	398
2025 Q4	$10K	Hold	88	–	–	0.01%	168
2025 Q3	$9.68K	Buy	88 +1	+1%	+$106	﹤0.01%	175
2025 Q2	$8.67K	Hold	87	–	–	﹤0.01%	158
2025 Q1	$8.46K	Buy	87 +1	+1%	+$106	0.01%	158
2024 Q4	$9.39K	Sell	86 -127	-60%	-$14.1K	0.01%	113
2024 Q3	$23K	Hold	213	–	–	0.02%	96
2024 Q2	$20.7K	Sell	213 -16	-7%	-$1.57K	0.02%	103
2024 Q1	$23.5K	Hold	229	–	–	0.02%	95
2023 Q4	$23.6K	Buy	+229	New	+$20.9K	0.02%	78

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Richardson Capital Management's IJS Position: Q1 2026 in Review

Richardson Capital Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 88 shares — an estimated $10K sold.

Richardson Capital Management first reported a position in IJS in Q4 2023 and held it in 9 quarters. The position peaked at $23.6K in Q4 2023. 849 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Richardson Capital Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Richardson Capital Management sold 88 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $10K.
Richardson Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 9 quarters.
Richardson Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $23.6K in Q4 2023.
849 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Richardson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.