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IJS icon

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

SimplyRich’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 		$367K Hold
3,102
– – 0.09% 183
2025
Q4 		$352K Hold
3,102
– – 0.09% 162
2025
Q3 		$343K Hold
3,102
– – 0.09% 169
2025
Q2 		$308K Hold
3,102
– – 0.09% 182
2025
Q1 		$302K Hold
3,102
– – 0.09% 181
2024
Q4 		$336K Hold
3,102
– – 0.1% 165
2024
Q3 		$333K Hold
3,102
– – 0.09% 169
2024
Q2 		$301K Sell
3,102
-232
-7% -$22.8K 0.1% 148
2024
Q1 		$343K Hold
3,334
– – 0.11% 138
2023
Q4 		$344K Buy
+3,334
New +$304K 0.12% 134
2023
Q3 		– Sell
-3,334
Closed -$317K – 155
2023
Q2 		$317K Hold
3,334
– – 0.11% 142
2023
Q1 		$312K Hold
3,334
– – 0.12% 137
2022
Q4 		$304K Hold
3,334
– – 0.12% 138
2022
Q3 		$274K Hold
3,334
– – 0.12% 132
2022
Q2 		$296K Hold
3,334
– – 0.12% 133
2022
Q1 		$341K Hold
3,334
– – 0.12% 137
2021
Q4 		$348K Hold
3,334
– – 0.12% 142
2021
Q3 		$335K Buy
+3,334
New +$337K 0.12% 138
2021
Q2 		– Sell
-3,334
Closed -$336K – 170
2021
Q1 		$336K Hold
3,334
– – 0.13% 130
2020
Q4 		$271K Hold
3,334
– – 0.12% 130
2020
Q3 		$204K Buy
+3,334
New +$210K 0.1% 141
2020
Q1 		– Sell
-3,334
Closed -$267K – 136
2019
Q4 		$267K Sell
3,334
-14
-0.4% -$1.08K 0.13% 136
2019
Q3 		$251K Sell
3,348
-58
-2% -$4.26K 0.14% 132
2019
Q2 		$253K Buy
+3,406
New +$253K 0.14% 137
2018
Q4 		– Sell
-6,704
Closed -$560K – 107
2018
Q3 		$560K Sell
6,704
-74
-1% -$6.25K 0.31% 105
2018
Q2 		$553K Hold
6,778
– – 0.32% 106
2018
Q1 		$511K Hold
6,778
– – 0.29% 115
2017
Q4 		$520K Buy
+6,778
New +$510K 0.29% 114

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

SimplyRich's IJS Position: Q1 2026 in Review

SimplyRich held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 3,102 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #183.

SimplyRich first reported a position in IJS in Q4 2017 and has held it in 28 quarters since. The position peaked at $560K in Q3 2018. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • SimplyRich held 3,102 shares of iShares S&P Small-Cap 600 Value ETF worth $367K as of Q1 2026.
  • SimplyRich left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of SimplyRich's portfolio in Q1 2026, its #183 holding.
  • SimplyRich first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 28 quarters since.
  • SimplyRich's iShares S&P Small-Cap 600 Value ETF position peaked at $560K in Q3 2018.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.