Robertson Stephens Wealth Management
IJS icon

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
Q3 		$819K Buy
6,395
+12
+0.2% +$1.63K 0.02% 349
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Robertson Stephens Wealth Management's IJS Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.19% in Q3 2026, buying an estimated $1.63K and bringing the position to 6,395 shares worth $819K. The position accounts for 0.02% of the portfolio, ranked #349.

Robertson Stephens Wealth Management first reported a position in IJS in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.67M in Q2 2022. 612 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Robertson Stephens Wealth Management held 6,395 shares of iShares S&P Small-Cap 600 Value ETF worth $819K as of Q3 2026.
  • Robertson Stephens Wealth Management bought 12 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $1.63K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #349 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 25 quarters since.
  • Robertson Stephens Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $3.67M in Q2 2022.
  • 612 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.