Sowell Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.17M | Sell |
52,487
-4,114
| -7% | -$531K | 0.23% | 92 |
|
|
2026
Q1 | $6.7M | Buy |
56,601
+153
| +0.3% | +$18.5K | 0.25% | 81 |
|
|
2025
Q4 | $6.42M | Buy |
56,448
+1,951
| +4% | +$219K | 0.24% | 88 |
|
|
2025
Q3 | $6.03M | Buy |
54,497
+1,215
| +2% | +$129K | 0.23% | 87 |
|
|
2025
Q2 | $5.3M | Buy |
53,282
+2,186
| +4% | +$206K | 0.22% | 100 |
|
|
2025
Q1 | $4.98M | Buy |
51,096
+1,501
| +3% | +$158K | 0.23% | 98 |
|
|
2024
Q4 | $5.39M | Buy |
49,595
+5,478
| +12% | +$607K | 0.28% | 83 |
|
|
2024
Q3 | $4.75M | Buy |
44,117
+688
| +2% | +$71.5K | 0.22% | 114 |
|
|
2024
Q2 | $4.22M | Buy |
43,429
+196
| +0.5% | +$19.3K | 0.2% | 122 |
|
|
2024
Q1 | $4.44M | Sell |
43,233
-4,024
| -9% | -$399K | 0.21% | 118 |
|
|
2023
Q4 | $4.87M | Buy |
47,257
+4,599
| +11% | +$419K | 0.26% | 99 |
|
|
2023
Q3 | $3.83M | Sell |
42,658
-1,050
| -2% | -$100K | 0.24% | 111 |
|
|
2023
Q2 | $4.16M | Sell |
43,708
-7,704
| -15% | -$704K | 0.23% | 104 |
|
|
2023
Q1 | $4.81M | Buy |
51,412
+4,704
| +10% | +$460K | 0.37% | 57 |
|
|
2022
Q4 | $4.26M | Buy |
46,708
+1,407
| +3% | +$130K | 0.28% | 94 |
|
|
2022
Q3 | $3.73M | Buy |
+45,301
| New | +$4.19M | 0.38% | 75 |
|
|
2021
Q4 | – | Sell |
-42,811
| Closed | -$4.31M | – | 526 |
|
|
2021
Q3 | $4.31M | Buy |
42,811
+49
| +0.1% | +$4.95K | 0.29% | 86 |
|
|
2021
Q2 | $4.51M | Sell |
42,762
-1,018
| -2% | -$106K | 0.3% | 88 |
|
|
2021
Q1 | $4.61M | Sell |
43,780
-175
| -0.4% | -$16.6K | 0.16% | 126 |
|
|
2020
Q4 | $3.57M | Sell |
43,955
-37
| -0.1% | -$2.69K | 0.15% | 126 |
|
|
2020
Q3 | $2.69M | Sell |
43,992
-40
| -0.1% | -$2.52K | 0.13% | 136 |
|
|
2020
Q2 | $2.65M | Sell |
44,032
-18
| -0% | -$1.01K | 0.15% | 136 |
|
|
2020
Q1 | $2.2M | Sell |
44,050
-88
| -0.2% | -$6.1K | 0.16% | 140 |
|
|
2019
Q4 | $3.55M | Sell |
44,138
-3,332
| -7% | -$258K | 0.27% | 75 |
|
|
2019
Q3 | $3.56M | Buy |
+47,470
| New | +$3.49M | 0.29% | 70 |
|
|
2019
Q1 | $552K | Buy |
7,480
+20
| +0.3% | +$1.48K | 0.06% | 302 |
|
|
2018
Q4 | $492K | Buy |
+7,460
| New | +$554K | 0.07% | 276 |
|
|
2018
Q3 | – | Sell |
-9,938
| Closed | -$833K | – | 406 |
|
|
2018
Q2 | $833K | Sell |
9,938
-5,480
| -36% | -$438K | 0.18% | 121 |
|
|
2018
Q1 | $1.19M | Sell |
15,418
-578
| -4% | -$44.5K | 0.3% | 80 |
|
|
2017
Q4 | $1.26M | Buy |
15,996
+2,380
| +17% | +$179K | 0.31% | 81 |
|
|
2017
Q3 | $1.01M | Sell |
13,616
-536
| -4% | -$37.4K | 0.26% | 83 |
|
|
2017
Q2 | $982K | Buy |
14,152
+4,462
| +46% | +$308K | 0.28% | 82 |
|
|
2017
Q1 | $664K | Sell |
9,690
-3,934
| -29% | -$274K | 0.2% | 117 |
|
|
2016
Q4 | $970K | Buy |
+13,624
| New | +$892K | 0.32% | 77 |
|
Other funds holding IJS
SP
PRS
PCIA
MWM
Sowell Financial Services's IJS Position: Q2 2026 in Review
Sowell Financial Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7.3% in Q2 2026, selling an estimated $531K and leaving 52,487 shares worth $7.17M. The position accounts for 0.23% of the portfolio, ranked #92.
Sowell Financial Services first reported a position in IJS in Q4 2016 and has held it in 34 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.
- Sowell Financial Services held 52,487 shares of iShares S&P Small-Cap 600 Value ETF worth $7.17M as of Q2 2026.
- Sowell Financial Services sold 4,114 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $531K.
- iShares S&P Small-Cap 600 Value ETF made up 0.23% of Sowell Financial Services's portfolio in Q2 2026, its #92 holding.
- Sowell Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and has held it in 34 quarters since.
- 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.