TABR Capital Management
IJS icon

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

TABR Capital Management’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
Q3 		$7.29M Sell
56,904
-29,181
-34% -$3.96M 5.34% 7
2026
Q2 		$11.8M Buy
+86,085
New +$11.1M 10.03% 3

Other funds holding IJS

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

TABR Capital Management's IJS Position: Q3 2026 in Review

TABR Capital Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 34% in Q3 2026, selling an estimated $3.96M and leaving 56,904 shares worth $7.29M. The position accounts for 5.34% of the portfolio, ranked #7.

TABR Capital Management first reported a position in IJS in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.8M in Q2 2026. 369 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • TABR Capital Management held 56,904 shares of iShares S&P Small-Cap 600 Value ETF worth $7.29M as of Q3 2026.
  • TABR Capital Management sold 29,181 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $3.96M.
  • iShares S&P Small-Cap 600 Value ETF made up 5.34% of TABR Capital Management's portfolio in Q3 2026, its #7 holding.
  • TABR Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • TABR Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $11.8M in Q2 2026.
  • 369 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.