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Steward Partners Investment Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Steward Partners Investment Advisory’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 		$8.93M Sell
65,337
-4,625
-7% -$597K 0.05% 378
2026
Q1 		$8.29M Sell
69,962
-1,046
-1% -$126K 0.04% 372
2025
Q4 		$8.08M Sell
71,008
-1,169
-2% -$131K 0.04% 349
2025
Q3 		$7.98M Sell
72,177
-539
-0.7% -$57.2K 0.05% 346
2025
Q2 		$7.23M Buy
72,716
+276
+0.4% +$26.1K 0.06% 331
2025
Q1 		$7.06M Sell
72,440
-1,971
-3% -$208K 0.06% 314
2024
Q4 		$8.08M Sell
74,411
-1,132
-1% -$125K 0.07% 265
2024
Q3 		$8.13M Buy
75,543
+1,287
+2% +$134K 0.08% 261
2024
Q2 		$7.22M Sell
74,256
-2,894
-4% -$284K 0.08% 260
2024
Q1 		$7.93M Sell
77,150
-1,820
-2% -$181K 0.09% 245
2023
Q4 		$8.14M Sell
78,970
-856
-1% -$78K 0.11% 199
2023
Q3 		$7.12M Sell
79,826
-3,134
-4% -$298K 0.11% 196
2023
Q2 		$7.89M Sell
82,960
-1,491
-2% -$136K 0.12% 183
2023
Q1 		$7.9M Sell
84,451
-556
-0.7% -$54.3K 0.13% 176
2022
Q4 		$7.76M Buy
85,007
+3,854
+5% +$355K 0.13% 177
2022
Q3 		$6.69M Sell
81,153
-17,287
-18% -$1.6M 0.13% 182
2022
Q2 		$8.76M Sell
98,440
-43,029
-30% -$4.13M 0.16% 146
2022
Q1 		$14.5M Buy
141,469
+84,411
+148% +$8.6M 0.22% 103
2021
Q4 		$5.96M Buy
57,058
+1,955
+4% +$205K 0.09% 232
2021
Q3 		$5.55M Sell
55,103
-16,142
-23% -$1.63M 0.1% 234
2021
Q2 		$7.51M Buy
71,245
+4,361
+7% +$456K 0.13% 172
2021
Q1 		$6.74M Buy
66,884
+4,986
+8% +$472K 0.12% 182
2020
Q4 		$5.03M Sell
61,898
-696
-1% -$50.6K 0.11% 193
2020
Q3 		$3.83M Buy
62,594
+2,946
+5% +$185K 0.1% 222
2020
Q2 		$3.59M Sell
59,648
-2,150
-3% -$121K 0.1% 212
2020
Q1 		$3.09M Sell
61,798
-926
-1% -$64.2K 0.11% 200
2019
Q4 		$5.04M Buy
62,724
+154
+0.2% +$11.9K 0.15% 153
2019
Q3 		$4.7M Sell
62,570
-114
-0.2% -$8.38K 0.16% 146
2019
Q2 		$4.66M Sell
62,684
-2,374
-4% -$176K 0.17% 132
2019
Q1 		$4.8M Buy
65,058
+6,508
+11% +$481K 0.2% 121
2018
Q4 		$3.86M Buy
58,550
+39,970
+215% +$2.97M 0.19% 126
2018
Q3 		$1.55M Buy
18,580
+1,042
+6% +$88K 0.07% 261
2018
Q2 		$1.43M Buy
17,538
+3,944
+29% +$315K 0.09% 237
2018
Q1 		$1.02M Sell
13,594
-392
-3% -$30.1K 0.07% 262
2017
Q4 		$1.07M Buy
13,986
+1,264
+10% +$95.2K 0.08% 223
2017
Q3 		$943K Sell
12,722
-58
-0.5% -$4.05K 0.1% 192
2017
Q2 		$893K Buy
12,780
+3,902
+44% +$270K 0.1% 192
2017
Q1 		$615K Buy
+8,878
New +$618K 0.09% 184

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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 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

Steward Partners Investment Advisory's IJS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.6% in Q2 2026, selling an estimated $597K and leaving 65,337 shares worth $8.93M. The position accounts for 0.05% of the portfolio, ranked #378.

Steward Partners Investment Advisory first reported a position in IJS in Q1 2017 and has held it in 38 quarters since. The position peaked at $14.5M in Q1 2022. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Steward Partners Investment Advisory held 65,337 shares of iShares S&P Small-Cap 600 Value ETF worth $8.93M as of Q2 2026.
  • Steward Partners Investment Advisory sold 4,625 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $597K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #378 holding.
  • Steward Partners Investment Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $14.5M in Q1 2022.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.