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

SOL Capital Management’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
-3,837
Closed -$436K – 164
2025
Q4 		$436K Hold
3,837
– – 0.04% 250
2025
Q3 		$424K Sell
3,837
-413
-10% -$43.9K 0.04% 246
2025
Q2 		$423K Sell
4,250
-115
-3% -$10.9K 0.04% 250
2025
Q1 		$426K Hold
4,365
– – 0.05% 241
2024
Q4 		$474K Sell
4,365
-240
-5% -$26.6K 0.05% 229
2024
Q3 		$496K Hold
4,605
– – 0.06% 229
2024
Q2 		$448K Hold
4,605
– – 0.05% 227
2024
Q1 		$473K Hold
4,605
– – 0.06% 228
2023
Q4 		$475K Sell
4,605
-1,545
-25% -$141K 0.06% 225
2023
Q3 		$549K Sell
6,150
-175
-3% -$16.7K 0.09% 199
2023
Q2 		$601K Buy
6,325
+175
+3% +$16K 0.09% 187
2023
Q1 		$576K Buy
6,150
+285
+5% +$27.8K 0.09% 190
2022
Q4 		$536K Buy
5,865
+1,220
+26% +$112K 0.09% 190
2022
Q3 		$383K Sell
4,645
-90
-2% -$8.33K 0.08% 198
2022
Q2 		$422K Buy
4,735
+125
+3% +$12K 0.09% 194
2022
Q1 		$472K Hold
4,610
– – 0.09% 192
2021
Q4 		$482K Buy
4,610
+295
+7% +$30.9K 0.09% 187
2021
Q3 		$434K Hold
4,315
– – 0.09% 194
2021
Q2 		$455K Hold
4,315
– – 0.09% 184
2021
Q1 		$435K Sell
4,315
-15
-0.3% -$1.42K 0.09% 182
2020
Q4 		$352K Sell
4,330
-120
-3% -$8.72K 0.08% 184
2020
Q3 		$272K Buy
4,450
+180
+4% +$11.3K 0.07% 192
2020
Q2 		$257K Buy
+4,270
New +$239K 0.07% 196
2020
Q1 		– Sell
-2,740
Closed -$220K – 222
2019
Q4 		$220K Sell
2,740
-390
-12% -$30.2K 0.06% 222
2019
Q3 		$235K Hold
3,130
– – 0.06% 219
2019
Q2 		$233K Buy
3,130
+140
+5% +$10.4K 0.06% 224
2019
Q1 		$221K Buy
+2,990
New +$221K 0.06% 228

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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

SOL Capital Management's IJS Position: Q1 2026 in Review

SOL Capital Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 3,837 shares — an estimated $436K sold.

SOL Capital Management first reported a position in IJS in Q1 2019 and held it in 27 quarters. The position peaked at $601K in Q2 2023. 851 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • SOL Capital Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 3,837 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $436K.
  • SOL Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 27 quarters.
  • SOL Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $601K in Q2 2023.
  • 851 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.