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

Stillwater Capital Advisors’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 		$2.65M Buy
22,339
+897
+4% +$108K 0.3% 40
2025
Q4 		$2.44M Buy
21,442
+3,158
+17% +$354K 0.26% 41
2025
Q3 		$2.02M Buy
18,284
+168
+0.9% +$17.8K 0.23% 41
2025
Q2 		$1.8M Buy
18,116
+120
+0.7% +$11.3K 0.23% 39
2025
Q1 		$1.75M Buy
17,996
+192
+1% +$20.3K 0.24% 39
2024
Q4 		$1.93M Sell
17,804
-48
-0.3% -$5.32K 0.24% 41
2024
Q3 		$1.92M Buy
17,852
+251
+1% +$26.1K 0.25% 41
2024
Q2 		$1.71M Sell
17,601
-180
-1% -$17.7K 0.24% 42
2024
Q1 		$1.83M Sell
17,781
-336
-2% -$33.3K 0.27% 42
2023
Q4 		$1.87M Buy
18,117
+182
+1% +$16.6K 0.3% 44
2023
Q3 		$1.6M Buy
17,935
+250
+1% +$23.8K 0.29% 44
2023
Q2 		$1.68M Sell
17,685
-56
-0.3% -$5.12K 0.3% 44
2023
Q1 		$1.66M Buy
17,741
+1,897
+12% +$185K 0.32% 42
2022
Q4 		$1.45M Sell
15,844
-2,380
-13% -$219K 0.31% 43
2022
Q3 		$1.5M Sell
18,224
-70
-0.4% -$6.48K 0.34% 43
2022
Q2 		$1.63M Buy
18,294
+2,190
+14% +$210K 0.3% 45
2022
Q1 		$1.65M Buy
+16,104
New +$1.64M 0.26% 46

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

Stillwater Capital Advisors's IJS Position: Q1 2026 in Review

Stillwater Capital Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.2% in Q1 2026, buying an estimated $108K and bringing the position to 22,339 shares worth $2.65M. The position accounts for 0.3% of the portfolio, ranked #40.

Stillwater Capital Advisors first reported a position in IJS in Q1 2022 and has held it in 17 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Stillwater Capital Advisors held 22,339 shares of iShares S&P Small-Cap 600 Value ETF worth $2.65M as of Q1 2026.
  • Stillwater Capital Advisors bought 897 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $108K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.3% of Stillwater Capital Advisors's portfolio in Q1 2026, its #40 holding.
  • Stillwater Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.