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

Tiemann Investment 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 		$3.03M Buy
25,591
+298
+1% +$36K 1.19% 16
2025
Q4 		$2.88M Buy
25,293
+805
+3% +$90.2K 1.12% 17
2025
Q3 		$2.71M Buy
24,488
+265
+1% +$28.1K 1.04% 18
2025
Q2 		$2.41M Buy
24,223
+633
+3% +$59.8K 0.99% 18
2025
Q1 		$2.3M Sell
23,590
-90
-0.4% -$9.49K 1.04% 18
2024
Q4 		$2.57M Sell
23,680
-203
-0.8% -$22.5K 1.14% 18
2024
Q3 		$2.57M Buy
23,883
+490
+2% +$50.9K 1.11% 18
2024
Q2 		$2.28M Buy
23,393
+489
+2% +$48.1K 1.01% 20
2024
Q1 		$2.35M Sell
22,904
-315
-1% -$31.3K 1.05% 18
2023
Q4 		$2.39M Buy
23,219
+243
+1% +$22.1K 1.16% 16
2023
Q3 		$2.05M Sell
22,976
-314
-1% -$29.9K 1.1% 16
2023
Q2 		$2.21M Sell
23,290
-988
-4% -$90.3K 1.13% 17
2023
Q1 		$2.27M Sell
24,278
-45
-0.2% -$4.4K 1.24% 14
2022
Q4 		$2.22M Sell
24,323
-589
-2% -$54.2K 1.3% 12
2022
Q3 		$2.05M Sell
24,912
-28,035
-53% -$2.59M 1.33% 12
2022
Q2 		$4.71M Buy
52,947
+26,050
+97% +$2.5M 2.52% 5
2022
Q1 		$2.75M Sell
26,897
-1,172
-4% -$119K 1.27% 15
2021
Q4 		$2.93M Buy
28,069
+710
+3% +$74.4K 1.24% 15
2021
Q3 		$2.75M Sell
27,359
-1,176
-4% -$119K 1.31% 14
2021
Q2 		$3.01M Buy
28,535
+173
+0.6% +$18.1K 1.41% 12
2021
Q1 		$2.86M Sell
28,362
-813
-3% -$77K 1.42% 13
2020
Q4 		$2.37M Buy
29,175
+2,239
+8% +$163K 1.26% 14
2020
Q3 		$1.65M Sell
26,936
-1,520
-5% -$95.6K 1.02% 21
2020
Q2 		$1.71M Sell
28,456
-288
-1% -$16.1K 1.17% 19
2020
Q1 		$1.44M Buy
28,744
+214
+0.8% +$14.8K 1.25% 16
2019
Q4 		$2.29M Sell
28,530
-832
-3% -$64.5K 1.57% 10
2019
Q3 		$2.21M Buy
29,362
+236
+0.8% +$17.3K 1.6% 10
2019
Q2 		$2.16M Buy
29,126
+928
+3% +$68.8K 1.57% 10
2019
Q1 		$2.08M Buy
28,198
+1,664
+6% +$123K 1.58% 10
2018
Q4 		$1.75M Buy
26,534
+278
+1% +$20.6K 1.56% 9
2018
Q3 		$2.19M Buy
26,256
+106
+0.4% +$8.96K 1.67% 7
2018
Q2 		$2.13M Sell
26,150
-528
-2% -$42.2K 1.71% 7
2018
Q1 		$2.01M Buy
26,678
+86
+0.3% +$6.61K 1.62% 9
2017
Q4 		$2.04M Sell
26,592
-266
-1% -$20K 1.63% 10
2017
Q3 		$1.99M Buy
26,858
+404
+2% +$28.2K 1.68% 9
2017
Q2 		$1.85M Sell
26,454
-10
-0% -$691 1.66% 9
2017
Q1 		$1.83M Sell
26,464
-458
-2% -$31.9K 1.7% 10
2016
Q4 		$1.89M Sell
26,922
-3,070
-10% -$201K 1.84% 8
2016
Q3 		$1.87M Buy
29,992
+34
+0.1% +$2.09K 1.71% 11
2016
Q2 		$1.75M Sell
29,958
-216
-0.7% -$12.4K 1.64% 11
2016
Q1 		$1.71M Buy
30,174
+282
+0.9% +$14.6K 1.69% 12
2015
Q4 		$1.62M Buy
29,892
+2,094
+8% +$116K 1.64% 10
2015
Q3 		$1.46M Buy
27,798
+4
+0% +$222 1.59% 10
2015
Q2 		$1.64M Buy
27,794
+336
+1% +$20K 1.68% 11
2015
Q1 		$1.63M Buy
27,458
+4,300
+19% +$250K 1.7% 11
2014
Q4 		$1.37M Buy
23,158
+680
+3% +$38.4K 1.47% 14
2014
Q3 		$1.21M Buy
22,478
+600
+3% +$33.8K 1.34% 14
2014
Q2 		$1.26M Buy
21,878
+400
+2% +$22.4K 1.4% 13
2014
Q1 		$1.22M Buy
21,478
+260
+1% +$14.4K 1.37% 13
2013
Q4 		$1.18M Buy
+21,218
New +$1.13M 1.4% 14

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

Tiemann Investment Advisors's IJS Position: Q1 2026 in Review

Tiemann Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.2% in Q1 2026, buying an estimated $36K and bringing the position to 25,591 shares worth $3.03M. The position accounts for 1.19% of the portfolio, ranked #16.

Tiemann Investment Advisors first reported a position in IJS in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.71M in Q2 2022. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Tiemann Investment Advisors held 25,591 shares of iShares S&P Small-Cap 600 Value ETF worth $3.03M as of Q1 2026.
  • Tiemann Investment Advisors bought 298 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $36K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.19% of Tiemann Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Tiemann Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and has held it in 50 quarters since.
  • Tiemann Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $4.71M in Q2 2022.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.