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

Tradewinds 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
Q2 		$4.81K Sell
35
-33
-49% -$4.26K ﹤0.01% 476
2026
Q1 		$8.05K Hold
68
– – ﹤0.01% 421
2025
Q4 		$7.71K Buy
68
+1
+1% +$112 ﹤0.01% 405
2025
Q3 		$7.46K Sell
67
-33
-33% -$3.5K ﹤0.01% 404
2025
Q2 		$9.92K Sell
100
-298
-75% -$28.1K ﹤0.01% 350
2025
Q1 		$38.8K Buy
398
+67
+20% +$7.07K 0.01% 215
2024
Q4 		$36K Hold
331
– – 0.01% 230
2024
Q3 		$35.6K Hold
331
– – 0.01% 211
2024
Q2 		$32.2K Buy
+331
New +$32.5K 0.01% 211
2015
Q3 		– Sell
-968
Closed -$57K – 673
2015
Q2 		$57K Buy
+968
New +$57.6K 0.04% 214

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

Tradewinds Capital Management's IJS Position: Q2 2026 in Review

Tradewinds Capital Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 49% in Q2 2026, selling an estimated $4.26K and leaving 35 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Tradewinds Capital Management first reported a position in IJS in Q2 2015 and has held it in 10 quarters since. The position peaked at $57K in Q2 2015. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Tradewinds Capital Management held 35 shares of iShares S&P Small-Cap 600 Value ETF worth $4.81K as of Q2 2026.
  • Tradewinds Capital Management sold 33 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $4.26K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #476 holding.
  • Tradewinds Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2015 and has held it in 10 quarters since.
  • Tradewinds Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $57K in Q2 2015.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.