Sage Mountain Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sage Mountain Advisors’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	$44.6K	Hold	377	–	–	﹤0.01%	248
2025 Q4	$42.8K	Hold	377	–	–	﹤0.01%	531
2025 Q3	$41.7K	Sell	377 -4,660	-93%	-$495K	﹤0.01%	518
2025 Q2	$501K	Sell	5,037 -307	-6%	-$29K	0.03%	240
2025 Q1	$521K	Hold	5,344	–	–	0.04%	213
2024 Q4	$580K	Hold	5,344	–	–	0.04%	184
2024 Q3	$575K	Buy	5,344 +291	+6%	+$30.2K	0.05%	178
2024 Q2	$491K	Hold	5,053	–	–	0.05%	177
2024 Q1	$519K	Hold	5,053	–	–	0.05%	157
2023 Q4	$521K	Hold	5,053	–	–	0.06%	125
2023 Q3	$451K	Hold	5,053	–	–	0.06%	125
2023 Q2	$480K	Hold	5,053	–	–	0.07%	116
2023 Q1	$473K	Hold	5,053	–	–	0.08%	105
2022 Q4	$461K	Hold	5,053	–	–	0.1%	78
2022 Q3	$417K	Hold	5,053	–	–	0.11%	84
2022 Q2	$450K	Hold	5,053	–	–	0.08%	242
2022 Q1	$517K	Sell	5,053 -91	-2%	-$9.28K	0.08%	255
2021 Q4	$537K	Hold	5,144	–	–	0.06%	288
2021 Q3	$518K	Hold	5,144	–	–	0.07%	252
2021 Q2	$542K	Buy	5,144 +188	+4%	+$19.7K	0.09%	216
2021 Q1	$499K	Buy	+4,956	New	+$469K	0.11%	160

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

Sage Mountain Advisors's IJS Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 377 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Sage Mountain Advisors first reported a position in IJS in Q1 2021 and has held it in 21 quarters since. The position peaked at $580K in Q4 2024. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Sage Mountain Advisors held 377 shares of iShares S&P Small-Cap 600 Value ETF worth $44.6K as of Q1 2026.
Sage Mountain Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #248 holding.
Sage Mountain Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 21 quarters since.
Sage Mountain Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $580K in Q4 2024.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.