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

Salomon & Ludwin’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 		$5.41M Sell
39,626
-2,344
-6% -$302K 0.45% 43
2026
Q1 		$4.99M Sell
41,970
-2,069
-5% -$250K 0.45% 41
2025
Q4 		$5.12M Sell
44,039
-1,150
-3% -$129K 0.45% 42
2025
Q3 		$5.08M Sell
45,189
-1,023
-2% -$109K 0.46% 41
2025
Q2 		$4.78M Sell
46,212
-495
-1% -$46.7K 0.47% 42
2025
Q1 		$4.55M Sell
46,707
-1,672
-3% -$176K 0.49% 42
2024
Q4 		$5.25M Sell
48,379
-2,157
-4% -$239K 0.56% 36
2024
Q3 		$5.44M Sell
50,536
-5,769
-10% -$599K 0.55% 37
2024
Q2 		$5.48M Sell
56,305
-21,646
-28% -$2.13M 0.61% 37
2024
Q1 		$8.01M Sell
77,951
-166
-0.2% -$16.5K 0.69% 37
2023
Q4 		$6.97M Hold
78,117
– – 0.73% 33
2023
Q3 		$6.97M Buy
78,117
+19
+0% +$1.81K 0.73% 33
2023
Q2 		$7.43M Buy
78,098
+877
+1% +$80.2K 0.79% 33
2023
Q1 		$7.23M Buy
77,221
+363
+0.5% +$35.5K 0.86% 31
2022
Q4 		$7.02M Sell
76,858
-590
-0.8% -$54.3K 0.89% 32
2022
Q3 		$6.39M Buy
77,448
+1,044
+1% +$96.6K 0.96% 28
2022
Q2 		$6.8M Sell
76,404
-510
-0.7% -$48.9K 1.05% 26
2022
Q1 		$7.88M Buy
76,914
+44
+0.1% +$4.49K 1.14% 25
2021
Q4 		$8.03M Sell
76,870
-787
-1% -$82.5K 1.14% 24
2021
Q3 		$7.82M Buy
77,657
+839
+1% +$84.7K 1.22% 24
2021
Q2 		$8.1M Buy
76,818
+1,309
+2% +$137K 1.27% 24
2021
Q1 		$7.61M Sell
75,509
-4,255
-5% -$403K 1.29% 24
2020
Q4 		$6.49M Sell
79,764
-2,174
-3% -$158K 1.2% 26
2020
Q3 		$5.01M Sell
81,938
-2,636
-3% -$166K 1.04% 26
2020
Q2 		$5.09M Sell
84,574
-3,534
-4% -$198K 1.1% 27
2020
Q1 		$4.4M Sell
88,108
-70,846
-45% -$4.91M 1.13% 23
2019
Q4 		$12.8M Sell
158,954
-10,178
-6% -$789K 2.54% 14
2019
Q3 		$12.7M Sell
169,132
-5,852
-3% -$430K 2.57% 15
2019
Q2 		$13M Sell
174,984
-9,302
-5% -$690K 2.63% 15
2019
Q1 		$13.6M Buy
184,286
+2,308
+1% +$171K 2.8% 14
2018
Q4 		$12M Buy
+181,978
New +$13.5M 2.77% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Salomon & Ludwin's IJS Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.6% in Q2 2026, selling an estimated $302K and leaving 39,626 shares worth $5.41M. The position accounts for 0.45% of the portfolio, ranked #43.

Salomon & Ludwin first reported a position in IJS in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.6M in Q1 2019. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Salomon & Ludwin held 39,626 shares of iShares S&P Small-Cap 600 Value ETF worth $5.41M as of Q2 2026.
  • Salomon & Ludwin sold 2,344 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $302K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.45% of Salomon & Ludwin's portfolio in Q2 2026, its #43 holding.
  • Salomon & Ludwin first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's iShares S&P Small-Cap 600 Value ETF position peaked at $13.6M in Q1 2019.
  • 888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.