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

Trail Ridge 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 		$504K Sell
4,253
-90
-2% -$10.9K 0.22% 70
2025
Q4 		$494K Sell
4,343
-48
-1% -$5.38K 0.21% 72
2025
Q3 		$486K Buy
4,391
+7
+0.2% +$743 0.22% 73
2025
Q2 		$442K Buy
4,384
+21
+0.5% +$1.98K 0.21% 72
2025
Q1 		$425K Sell
4,363
-13
-0.3% -$1.37K 0.22% 70
2024
Q4 		$475K Sell
4,376
-12
-0.3% -$1.33K 0.23% 75
2024
Q3 		$465K Sell
4,388
-4
-0.1% -$415 0.22% 75
2024
Q2 		$427K Sell
4,392
-12
-0.3% -$1.18K 0.22% 74
2024
Q1 		$453K Sell
4,404
-51
-1% -$5.06K 0.26% 70
2023
Q4 		$459K Sell
4,455
-99
-2% -$9.02K 0.28% 73
2023
Q3 		$406K Sell
4,554
-111
-2% -$10.6K 0.28% 75
2023
Q2 		$444K Hold
4,665
– – 0.27% 75
2023
Q1 		$437K Sell
4,665
-774
-14% -$75.6K 0.28% 78
2022
Q4 		$497K Buy
5,439
+281
+5% +$25.9K 0.34% 73
2022
Q3 		$501K Sell
5,158
-1,072
-17% -$99.2K 0.33% 78
2022
Q2 		$555K Buy
6,230
+2,098
+51% +$201K 0.38% 78
2022
Q1 		$423K Buy
4,132
+256
+7% +$26.1K 0.26% 98
2021
Q4 		$405K Buy
+3,876
New +$406K 0.24% 99

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

Trail Ridge Investment Advisors's IJS Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.1% in Q1 2026, selling an estimated $10.9K and leaving 4,253 shares worth $504K. The position accounts for 0.22% of the portfolio, ranked #70.

Trail Ridge Investment Advisors first reported a position in IJS in Q4 2021 and has held it in 18 quarters since. The position peaked at $555K in Q2 2022. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Trail Ridge Investment Advisors held 4,253 shares of iShares S&P Small-Cap 600 Value ETF worth $504K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 90 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $10.9K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.22% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $555K in Q2 2022.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.