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

UMB Bank’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 		$2.66M Sell
19,464
-1,702
-8% -$220K 0.03% 241
2026
Q1 		$2.51M Sell
21,166
-2,871
-12% -$347K 0.04% 244
2025
Q4 		$2.73M Sell
24,037
-2,355
-9% -$264K 0.04% 239
2025
Q3 		$2.92M Sell
26,392
-1,733
-6% -$184K 0.04% 213
2025
Q2 		$2.8M Sell
28,125
-1,963
-7% -$185K 0.04% 216
2025
Q1 		$2.93M Sell
30,088
-786
-3% -$82.9K 0.05% 205
2024
Q4 		$3.35M Sell
30,874
-993
-3% -$110K 0.05% 197
2024
Q3 		$3.43M Sell
31,867
-2,654
-8% -$276K 0.05% 188
2024
Q2 		$3.36M Sell
34,521
-7,969
-19% -$783K 0.06% 189
2024
Q1 		$4.37M Sell
42,490
-995
-2% -$98.7K 0.07% 170
2023
Q4 		$4.48M Sell
43,485
-1,674
-4% -$153K 0.07% 171
2023
Q3 		$4.03M Buy
45,159
+2,047
+5% +$195K 0.06% 180
2023
Q2 		$4.1M Sell
43,112
-911
-2% -$83.3K 0.06% 184
2023
Q1 		$4.12M Sell
44,023
-3,148
-7% -$308K 0.07% 188
2022
Q4 		$4.31M Sell
47,171
-6,570
-12% -$605K 0.07% 185
2022
Q3 		$4.43M Sell
53,741
-17,887
-25% -$1.66M 0.07% 182
2022
Q2 		$6.38M Sell
71,628
-1,561
-2% -$150K 0.1% 169
2022
Q1 		$7.49M Sell
73,189
-141
-0.2% -$14.4K 0.1% 175
2021
Q4 		$7.66M Sell
73,330
-3,277
-4% -$344K 0.1% 174
2021
Q3 		$7.71M Sell
76,607
-6,188
-7% -$625K 0.17% 123
2021
Q2 		$8.73M Sell
82,795
-10,554
-11% -$1.1M 0.2% 111
2021
Q1 		$9.4M Buy
93,349
+13,579
+17% +$1.29M 0.23% 102
2020
Q4 		$6.49M Sell
79,770
-26,902
-25% -$1.96M 0.17% 113
2020
Q3 		$6.42M Hold
106,672
– – 0.2% 108
2020
Q2 		$6.42M Sell
106,672
-9,556
-8% -$536K 0.2% 108
2020
Q1 		$5.81M Buy
116,228
+1,080
+0.9% +$74.9K 0.21% 103
2019
Q4 		$9.26M Buy
115,148
+5,638
+5% +$437K 0.26% 88
2019
Q3 		$8.22M Buy
109,510
+1,754
+2% +$129K 0.2% 91
2019
Q2 		$8.01M Sell
107,756
-6,036
-5% -$448K 0.2% 86
2019
Q1 		$8.39M Sell
113,792
-4,260
-4% -$315K 0.26% 83
2018
Q4 		$7.78M Buy
118,052
+21,600
+22% +$1.6M 0.24% 84
2018
Q3 		$8.05M Sell
96,452
-560
-0.6% -$47.3K 0.24% 95
2018
Q2 		$7.92M Sell
97,012
-526
-0.5% -$42.1K 0.25% 84
2018
Q1 		$7.36M Sell
97,538
-1,472
-1% -$113K 0.24% 94
2017
Q4 		$7.6M Buy
99,010
+26
+0% +$1.96K 0.25% 89
2017
Q3 		$7.34M Sell
98,984
-608
-0.6% -$42.4K 0.25% 87
2017
Q2 		$6.96M Buy
99,592
+2,438
+3% +$168K 0.24% 86
2017
Q1 		$6.74M Buy
97,154
+7,186
+8% +$500K 0.24% 85
2016
Q4 		$6.3M Buy
89,968
+6,234
+7% +$408K 0.23% 89
2016
Q3 		$5.22M Buy
83,734
+11,120
+15% +$682K 0.21% 97
2016
Q2 		$4.24M Buy
72,614
+5,766
+9% +$331K 0.18% 103
2016
Q1 		$3.79M Buy
66,848
+30,962
+86% +$1.61M 0.16% 109
2015
Q4 		$1.94M Buy
+35,886
New +$1.99M 0.08% 160

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

UMB Bank's IJS Position: Q2 2026 in Review

UMB Bank reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8% in Q2 2026, selling an estimated $220K and leaving 19,464 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #241.

UMB Bank first reported a position in IJS in Q4 2015 and has held it in 43 quarters since. The position peaked at $9.4M in Q1 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • UMB Bank held 19,464 shares of iShares S&P Small-Cap 600 Value ETF worth $2.66M as of Q2 2026.
  • UMB Bank sold 1,702 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $220K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of UMB Bank's portfolio in Q2 2026, its #241 holding.
  • UMB Bank first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • UMB Bank's iShares S&P Small-Cap 600 Value ETF position peaked at $9.4M in Q1 2021.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.