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

Stokes Family Office’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 		$4.87M Sell
35,625
-10,161
-22% -$1.31M 0.57% 53
2026
Q1 		$5.42M Sell
45,786
-1,736
-4% -$210K 0.56% 48
2025
Q4 		$5.4M Sell
47,522
-4,863
-9% -$545K 0.49% 54
2025
Q3 		$5.79M Hold
52,385
– – 0.55% 49
2025
Q2 		$5.21M Sell
52,385
-1,914
-4% -$181K 0.55% 46
2025
Q1 		$5.29M Buy
54,299
+2,211
+4% +$233K 0.6% 39
2024
Q4 		$5.66M Buy
52,088
+235
+0.5% +$26K 0.6% 40
2024
Q3 		$5.58M Sell
51,853
-3,640
-7% -$378K 0.61% 35
2024
Q2 		$5.4M Sell
55,493
-591
-1% -$58.1K 0.63% 32
2024
Q1 		$5.76M Buy
56,084
+12
+0% +$1.19K 0.72% 32
2023
Q4 		$5.78M Sell
56,072
-6,137
-10% -$559K 0.78% 28
2023
Q3 		$5.55M Buy
62,209
+494
+0.8% +$47K 0.65% 32
2023
Q2 		$5.87M Sell
61,715
-185
-0.3% -$16.9K 0.68% 30
2023
Q1 		$5.79M Buy
61,900
+850
+1% +$83K 0.72% 28
2022
Q4 		$5.57M Sell
61,050
-2,444
-4% -$225K 0.72% 31
2022
Q3 		$5.24M Sell
63,494
-740
-1% -$68.5K 0.75% 28
2022
Q2 		$5.72M Buy
64,234
+328
+0.5% +$31.4K 0.78% 29
2022
Q1 		$6.54M Sell
63,906
-4,100
-6% -$418K 0.87% 28
2021
Q4 		$7.11M Buy
68,006
+271
+0.4% +$28.4K 0.88% 28
2021
Q3 		$6.82M Sell
67,735
-1,181
-2% -$119K 0.95% 28
2021
Q2 		$7.27M Buy
68,916
+863
+1% +$90.2K 1.03% 27
2021
Q1 		$6.86M Buy
68,053
+626
+0.9% +$59.3K 1.07% 24
2020
Q4 		$5.48M Buy
67,427
+3,707
+6% +$269K 1.08% 22
2020
Q3 		$3.9M Sell
63,720
-7,652
-11% -$481K 0.88% 29
2020
Q2 		$4.29M Sell
71,372
-10,306
-13% -$578K 1.08% 24
2020
Q1 		$4.08M Buy
81,678
+37,586
+85% +$2.61M 1.09% 23
2019
Q4 		$3.54M Buy
+44,092
New +$3.42M 0.79% 32

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

Stokes Family Office's IJS Position: Q2 2026 in Review

Stokes Family Office reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 22% in Q2 2026, selling an estimated $1.31M and leaving 35,625 shares worth $4.87M. The position accounts for 0.57% of the portfolio, ranked #53.

Stokes Family Office first reported a position in IJS in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.27M in Q2 2021. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Stokes Family Office held 35,625 shares of iShares S&P Small-Cap 600 Value ETF worth $4.87M as of Q2 2026.
  • Stokes Family Office sold 10,161 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.31M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.57% of Stokes Family Office's portfolio in Q2 2026, its #53 holding.
  • Stokes Family Office first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's iShares S&P Small-Cap 600 Value ETF position peaked at $7.27M in Q2 2021.
  • 888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.