SA
IJS icon

Sacks & Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sacks & Associates’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
-1,807
Closed -$205K – 81
2025
Q4 		$205K Buy
+1,807
New +$203K 0.15% 78

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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

Sacks & Associates's IJS Position: Q1 2026 in Review

Sacks & Associates sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 1,807 shares — an estimated $205K sold.

Sacks & Associates first reported a position in IJS in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 849 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Sacks & Associates reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Sacks & Associates sold 1,807 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $205K.
  • Sacks & Associates first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and held it in 1 quarter.
  • Sacks & Associates's iShares S&P Small-Cap 600 Value ETF position peaked at $205K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Sacks & Associates's 13F filing for Q1 2026, filed 5 Aug 2026.