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

Sherman Porfolios’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 		$226M Sell
1,906,412
-34,055
-2% -$4.39M 17.68% 1
2026
Q1 		$230M Buy
+1,940,467
New +$234M 17.63% 1

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sherman Porfolios's IJS Position: Q2 2026 in Review

Sherman Porfolios reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.8% in Q2 2026, selling an estimated $4.39M and leaving 1,906,412 shares worth $226M. The position accounts for 17.68% of the portfolio, ranked #1.

Sherman Porfolios first reported a position in IJS in Q1 2026 and has held it in 2 quarters since. The position peaked at $230M in Q1 2026. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Sherman Porfolios held 1,906,412 shares of iShares S&P Small-Cap 600 Value ETF worth $226M as of Q2 2026.
  • Sherman Porfolios sold 34,055 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $4.39M.
  • iShares S&P Small-Cap 600 Value ETF made up 17.68% of Sherman Porfolios's portfolio in Q2 2026, its #1 holding.
  • Sherman Porfolios first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Sherman Porfolios's iShares S&P Small-Cap 600 Value ETF position peaked at $230M in Q1 2026.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.