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

Sapient Capital’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	$6.54M	Buy	47,818 +1,892	+4%	+$244K	0.09%	104
2026 Q1	$5.44M	Buy	45,926 +5,860	+15%	+$708K	0.08%	109
2025 Q4	$4.6M	Buy	40,066 +3,031	+8%	+$340K	0.06%	111
2025 Q3	$4.09M	Sell	37,035 -115	-0.3%	-$12.2K	0.06%	109
2025 Q2	$3.7M	Buy	37,150 +14,054	+61%	+$1.33M	0.07%	113
2025 Q1	$2.25M	Buy	23,096 +197	+0.9%	+$20.8K	0.04%	136
2024 Q4	$2.49M	Buy	22,899 +2,066	+10%	+$229K	0.05%	129
2024 Q3	$2.24M	Buy	20,833 +1,405	+7%	+$146K	0.05%	135
2024 Q2	$1.89M	Buy	19,428 +3,855	+25%	+$379K	0.04%	131
2024 Q1	$1.6M	Buy	15,573 +6,008	+63%	+$596K	0.04%	149
2023 Q4	$986K	Buy	+9,565	New	+$872K	0.03%	172

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

Sapient Capital's IJS Position: Q2 2026 in Review

Sapient Capital increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.1% in Q2 2026, buying an estimated $244K and bringing the position to 47,818 shares worth $6.54M. The position accounts for 0.09% of the portfolio, ranked #104.

Sapient Capital first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Sapient Capital held 47,818 shares of iShares S&P Small-Cap 600 Value ETF worth $6.54M as of Q2 2026.
Sapient Capital bought 1,892 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $244K.
iShares S&P Small-Cap 600 Value ETF made up 0.09% of Sapient Capital's portfolio in Q2 2026, its #104 holding.
Sapient Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.