UBS Group
IJS icon

UBS Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

UBS Group’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 		$129M Buy
1,092,944
+39,193
+4% +$4.73M 0.02% 858
2025
Q4 		$120M Sell
1,053,751
-67,451
-6% -$7.56M 0.02% 895
2025
Q3 		$124M Buy
1,121,202
+80,921
+8% +$8.59M 0.02% 880
2025
Q2 		$103M Sell
1,040,281
-48,628
-4% -$4.59M 0.02% 935
2025
Q1 		$106M Sell
1,088,909
-93,935
-8% -$9.91M 0.02% 881
2024
Q4 		$128M Buy
1,182,844
+4,292
+0.4% +$476K 0.02% 752
2024
Q3 		$127M Sell
1,178,552
-16,555
-1% -$1.72M 0.03% 613
2024
Q2 		$116M Buy
1,195,107
+3,758
+0.3% +$369K 0.03% 571
2024
Q1 		$122M Buy
1,191,349
+90,257
+8% +$8.96M 0.03% 556
2023
Q4 		$113M Sell
1,101,092
-5,845
-0.5% -$533K 0.03% 518
2023
Q3 		$98.8M Sell
1,106,937
-12,598
-1% -$1.2M 0.03% 507
2023
Q2 		$106M Sell
1,119,535
-205,400
-16% -$18.8M 0.04% 472
2023
Q1 		$124M Buy
1,324,935
+21,180
+2% +$2.07M 0.05% 386
2022
Q4 		$119M Buy
1,303,755
+57,019
+5% +$5.25M 0.04% 428
2022
Q3 		$103M Buy
1,246,736
+8,410
+0.7% +$778K 0.05% 423
2022
Q2 		$110M Buy
1,238,326
+109,941
+10% +$10.5M 0.05% 412
2022
Q1 		$116M Sell
1,128,385
-2,289
-0.2% -$233K 0.04% 472
2021
Q4 		$118M Sell
1,130,674
-17,431
-2% -$1.83M 0.03% 534
2021
Q3 		$116M Buy
1,148,105
+80,526
+8% +$8.13M 0.04% 488
2021
Q2 		$113M Buy
1,067,579
+36,755
+4% +$3.84M 0.04% 478
2021
Q1 		$104M Buy
1,030,824
+30,374
+3% +$2.88M 0.03% 496
2020
Q4 		$81.3M Buy
1,000,450
+153,794
+18% +$11.2M 0.03% 558
2020
Q3 		$51.8M Sell
846,656
-121,408
-13% -$7.63M 0.02% 640
2020
Q2 		$58.3M Buy
968,064
+172,986
+22% +$9.7M 0.02% 543
2020
Q1 		$39.7M Sell
795,078
-235,054
-23% -$16.3M 0.02% 648
2019
Q4 		$82.8M Sell
1,030,132
-25,100
-2% -$1.95M 0.03% 519
2019
Q3 		$79.2M Sell
1,055,232
-17,768
-2% -$1.31M 0.03% 478
2019
Q2 		$79.7M Buy
1,073,000
+2,280
+0.2% +$169K 0.03% 475
2019
Q1 		$79M Buy
1,070,720
+81,504
+8% +$6.02M 0.03% 454
2018
Q4 		$65.2M Sell
989,216
-280,592
-22% -$20.8M 0.03% 483
2018
Q3 		$106M Buy
1,269,808
+111,012
+10% +$9.38M 0.04% 391
2018
Q2 		$94.6M Buy
1,158,796
+35,516
+3% +$2.84M 0.04% 416
2018
Q1 		$84.7M Buy
1,123,280
+81,804
+8% +$6.29M 0.04% 431
2017
Q4 		$80M Buy
1,041,476
+177,776
+21% +$13.4M 0.03% 485
2017
Q3 		$64M Buy
863,700
+1,836
+0.2% +$128K 0.03% 506
2017
Q2 		$60.3M Sell
861,864
-215,830
-20% -$14.9M 0.03% 508
2017
Q1 		$74.7M Buy
1,077,694
+30,694
+3% +$2.14M 0.04% 415
2016
Q4 		$73.3M Buy
1,047,000
+112,134
+12% +$7.34M 0.04% 414
2016
Q3 		$58.3M Sell
934,866
-13,978
-1% -$858K 0.03% 468
2016
Q2 		$55.4M Buy
948,844
+10,360
+1% +$594K 0.03% 467
2016
Q1 		$53.2M Sell
938,484
-6,450
-0.7% -$335K 0.04% 450
2015
Q4 		$51.1M Buy
944,934
+71,216
+8% +$3.95M 0.03% 504
2015
Q3 		$45.8M Buy
873,718
+81,960
+10% +$4.55M 0.03% 499
2015
Q2 		$46.6M Sell
791,758
-682
-0.1% -$40.6K 0.03% 549
2015
Q1 		$47.1M Buy
792,440
+115,636
+17% +$6.72M 0.03% 532
2014
Q4 		$39.9M Buy
+676,804
New +$38.2M 0.03% 632

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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

UBS Group's IJS Position: Q1 2026 in Review

UBS Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.7% in Q1 2026, buying an estimated $4.73M and bringing the position to 1,092,944 shares worth $129M. The position accounts for 0.02% of the portfolio, ranked #858.

UBS Group first reported a position in IJS in Q4 2014 and has held it in 46 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • UBS Group held 1,092,944 shares of iShares S&P Small-Cap 600 Value ETF worth $129M as of Q1 2026.
  • UBS Group bought 39,193 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $4.73M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #858 holding.
  • UBS Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 46 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.