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

Simplex Trading’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	–	Sell	-5	Closed	-$568	–	9558
2025 Q4	$568	Buy	+5	New	+$560	﹤0.01%	8139
2025 Q3	–	Sell	-348	Closed	-$34K	–	9480
2025 Q2	$34K	Buy	+348	New	+$32.9K	﹤0.01%	6289
2024 Q2	–	Sell	-466	Closed	-$47K	–	9256
2024 Q1	$47K	Buy	+466	New	+$46.2K	﹤0.01%	6310
2023 Q3	–	Sell	-145	Closed	-$13K	–	9162
2023 Q2	$13K	Sell	145 -2,069	-93%	-$189K	﹤0.01%	7164
2023 Q1	$207K	Buy	+2,214	New	+$216K	﹤0.01%	4278
2022 Q4	–	Sell	-1,596	Closed	-$131K	–	9723
2022 Q3	$131K	Buy	+1,596	New	+$148K	﹤0.01%	5157
2019 Q3	–	Sell	-52	Closed	-$3K	–	7529
2019 Q2	$3K	Hold	52	–	–	﹤0.01%	6635
2019 Q1	$3K	Buy	+52	New	+$3.84K	﹤0.01%	6660
2016 Q4	–	Sell	-2,160	Closed	-$134K	–	6138
2016 Q3	$134K	Buy	+2,160	New	+$133K	0.01%	1317
2015 Q4	–	Sell	-54	Closed	-$2K	–	5711
2015 Q3	$2K	Buy	+54	New	+$3K	﹤0.01%	4645

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

Simplex Trading's IJS Position: Q1 2026 in Review

Simplex Trading sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 5 shares — an estimated $568 sold.

Simplex Trading first reported a position in IJS in Q3 2015 and held it in 10 quarters. The position peaked at $207K in Q1 2023. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Simplex Trading reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Simplex Trading sold 5 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $568.
Simplex Trading first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2015 and held it in 10 quarters.
Simplex Trading's iShares S&P Small-Cap 600 Value ETF position peaked at $207K in Q1 2023.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.