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IJS icon

Sunbelt Securities’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sunbelt Securities’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 		$243K Buy
2,049
+439
+27% +$53K 0.02% 585
2025
Q4 		$183K Sell
1,610
-33
-2% -$3.7K 0.01% 666
2025
Q3 		$182K Buy
1,643
+883
+116% +$93.8K 0.01% 677
2025
Q2 		$82.6K Buy
760
+99
+15% +$9.35K 0.01% 816
2025
Q1 		$64.5K Sell
661
-99
-13% -$10.4K 0.01% 848
2024
Q4 		$82.3K Sell
760
-89
-10% -$9.87K 0.01% 815
2024
Q3 		$91.4K Buy
849
+295
+53% +$30.6K 0.01% 785
2024
Q2 		$53.9K Buy
554
+1
+0.2% +$98 0.01% 886
2024
Q1 		$56.8K Buy
553
+1
+0.2% +$99 0.01% 844
2023
Q4 		$56.9K Buy
552
+2
+0.4% +$182 0.01% 787
2023
Q3 		$49K Hold
550
– – 0.01% 808
2023
Q2 		$52.3K Buy
550
+92
+20% +$8.41K 0.01% 787
2023
Q1 		$42.1K Buy
+458
New +$44.7K 0.01% 795

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

Sunbelt Securities's IJS Position: Q1 2026 in Review

Sunbelt Securities increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 27% in Q1 2026, buying an estimated $53K and bringing the position to 2,049 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #585.

Sunbelt Securities first reported a position in IJS in Q1 2023 and has held it in 13 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Sunbelt Securities held 2,049 shares of iShares S&P Small-Cap 600 Value ETF worth $243K as of Q1 2026.
  • Sunbelt Securities bought 439 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $53K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #585 holding.
  • Sunbelt Securities first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.