Sand Hill Global Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sand Hill Global 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 Q2	–	Sell	-2,235	Closed	-$265K	–	221
2026 Q1	$265K	Hold	2,235	–	–	0.01%	178
2025 Q4	$254K	Sell	2,235 -489	-18%	-$54.8K	0.01%	178
2025 Q3	$301K	Sell	2,724 -590	-18%	-$62.7K	0.01%	167
2025 Q2	$330K	Sell	3,314 -868	-21%	-$82K	0.01%	163
2025 Q1	$408K	Sell	4,182 -1,488	-26%	-$157K	0.02%	154
2024 Q4	$616K	Hold	5,670	–	–	0.03%	132
2024 Q3	$610K	Hold	5,670	–	–	0.03%	131
2024 Q2	$552K	Buy	+5,670	New	+$557K	0.03%	132

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sand Hill Global Advisors's IJS Position: Q2 2026 in Review

Sand Hill Global Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 2,235 shares — an estimated $265K sold.

Sand Hill Global Advisors first reported a position in IJS in Q2 2024 and held it in 8 quarters. The position peaked at $616K in Q4 2024. 882 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Sand Hill Global Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Sand Hill Global Advisors sold 2,235 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $265K.
Sand Hill Global Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and held it in 8 quarters.
Sand Hill Global Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $616K in Q4 2024.
882 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.