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U.S. Capital Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

U.S. Capital Wealth 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 		$1.05M Sell
8,866
-114
-1% -$13.8K 0.03% 501
2025
Q4 		$1.02M Sell
8,980
-199
-2% -$22.3K 0.03% 480
2025
Q3 		$1.02M Sell
9,179
-1,867
-17% -$198K 0.03% 465
2025
Q2 		$1.1M Buy
11,046
+79
+0.7% +$7.46K 0.03% 409
2025
Q1 		$1.07M Buy
10,967
+2,252
+26% +$238K 0.03% 414
2024
Q4 		$947K Buy
8,715
+3,377
+63% +$374K 0.03% 435
2024
Q3 		$575K Sell
5,338
-271
-5% -$28.1K 0.02% 444
2024
Q2 		$546K Buy
5,609
+141
+3% +$13.9K 0.02% 438
2024
Q1 		$562K Sell
5,468
-286
-5% -$28.4K 0.02% 443
2023
Q4 		$593K Sell
5,754
-118
-2% -$10.8K 0.02% 420
2023
Q3 		$524K Sell
5,872
-57
-1% -$5.43K 0.02% 425
2023
Q2 		$564K Sell
5,929
-228
-4% -$20.8K 0.03% 417
2023
Q1 		$576K Sell
6,157
-2,036
-25% -$199K 0.03% 401
2022
Q4 		$748K Sell
8,193
-75
-0.9% -$6.91K 0.03% 378
2022
Q3 		$682K Sell
8,268
-1,954
-19% -$181K 0.03% 396
2022
Q2 		$910K Buy
10,222
+1,844
+22% +$177K 0.04% 364
2022
Q1 		$858K Sell
8,378
-593
-7% -$60.4K 0.03% 419
2021
Q4 		$937K Sell
8,971
-558
-6% -$58.5K 0.04% 410
2021
Q3 		$959K Buy
+9,529
New +$962K 0.04% 394

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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

U.S. Capital Wealth Advisors's IJS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.3% in Q1 2026, selling an estimated $13.8K and leaving 8,866 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #501.

U.S. Capital Wealth Advisors first reported a position in IJS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q2 2025. 847 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • U.S. Capital Wealth Advisors held 8,866 shares of iShares S&P Small-Cap 600 Value ETF worth $1.05M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 114 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $13.8K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #501 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.1M in Q2 2025.
  • 847 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.