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Robertson Stephens Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Robertson Stephens Wealth 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
Q2 		$872K Sell
6,383
-90
-1% -$11.6K 0.02% 339
2026
Q1 		$767K Sell
6,473
-231
-3% -$27.9K 0.02% 339
2025
Q4 		$762K Buy
6,704
+2,500
+59% +$280K 0.02% 351
2025
Q3 		$465K Buy
4,204
+11
+0.3% +$1.17K 0.01% 369
2025
Q2 		$417K Sell
4,193
-82
-2% -$7.74K 0.01% 397
2025
Q1 		$417K Sell
4,275
-488
-10% -$51.5K 0.01% 396
2024
Q4 		$517K Buy
4,763
+13
+0.3% +$1.44K 0.02% 354
2024
Q3 		$511K Sell
4,750
-1,113
-19% -$116K 0.02% 407
2024
Q2 		$570K Buy
5,863
+255
+5% +$25.1K 0.03% 316
2024
Q1 		$576K Buy
5,608
+1,107
+25% +$110K 0.03% 320
2023
Q4 		$464K Sell
4,501
-616
-12% -$56.1K 0.03% 322
2023
Q3 		$459K Buy
5,117
+535
+12% +$51K 0.03% 317
2023
Q2 		$436K Sell
4,582
-27,556
-86% -$2.52M 0.03% 302
2023
Q1 		$3.01M Buy
32,138
+885
+3% +$86.5K 0.23% 92
2022
Q4 		$2.85M Buy
31,253
+1,806
+6% +$166K 0.28% 83
2022
Q3 		$2.43M Sell
29,447
-11,821
-29% -$1.09M 0.25% 80
2022
Q2 		$3.67M Buy
41,268
+24,725
+149% +$2.37M 0.35% 58
2022
Q1 		$1.69M Buy
16,543
+100
+0.6% +$10.2K 0.14% 130
2021
Q4 		$1.72M Buy
16,443
+4,871
+42% +$511K 0.14% 126
2021
Q3 		$1.16M Sell
11,572
-353
-3% -$35.6K 0.13% 104
2021
Q2 		$1.26M Buy
11,925
+300
+3% +$31.4K 0.15% 101
2021
Q1 		$1.17M Buy
11,625
+5,860
+102% +$555K 0.19% 92
2020
Q4 		$468K Buy
5,765
+1,403
+32% +$102K 0.1% 145
2020
Q3 		$267K Buy
+4,362
New +$274K 0.07% 182

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Robertson Stephens Wealth Management's IJS Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.4% in Q2 2026, selling an estimated $11.6K and leaving 6,383 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #339.

Robertson Stephens Wealth Management first reported a position in IJS in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.67M in Q2 2022. 424 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,383 shares of iShares S&P Small-Cap 600 Value ETF worth $872K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 90 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $11.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $3.67M in Q2 2022.
  • 424 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.