United Capital Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

United Capital Financial 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	$19.8M	Sell	166,774 -12,502	-7%	-$1.51M	0.12%	146
2025 Q4	$20.4M	Sell	179,276 -13,860	-7%	-$1.55M	0.12%	147
2025 Q3	$21.4M	Sell	193,136 -5,542	-3%	-$589K	0.15%	124
2025 Q2	$19.8M	Buy	198,678 +134	+0.1%	+$12.7K	0.16%	119
2025 Q1	$19.4M	Sell	198,544 -6,086	-3%	-$642K	0.17%	114
2024 Q4	$22.2M	Sell	204,630 -4,310	-2%	-$478K	0.19%	104
2024 Q3	$22.5M	Buy	208,940 +1,989	+1%	+$207K	0.19%	105
2024 Q2	$20.1M	Sell	206,951 -6,388	-3%	-$628K	0.17%	117
2024 Q1	$21.9M	Sell	213,339 -17,020	-7%	-$1.69M	0.18%	115
2023 Q4	$23.7M	Sell	230,359 -197,439	-46%	-$18M	0.2%	110
2023 Q3	$38.2M	Sell	427,798 -269,008	-39%	-$25.6M	0.25%	84
2023 Q2	$66.3M	Sell	696,806 -11,275	-2%	-$1.03M	0.36%	53
2023 Q1	$66.3M	Sell	708,081 -36,175	-5%	-$3.53M	0.37%	51
2022 Q4	$68M	Sell	744,256 -39,155	-5%	-$3.61M	0.38%	52
2022 Q3	$64.6M	Sell	783,411 -23,476	-3%	-$2.17M	0.38%	50
2022 Q2	$71.8M	Sell	806,887 -24,377	-3%	-$2.34M	0.39%	46
2022 Q1	$85.1M	Sell	831,264 -34,507	-4%	-$3.52M	0.41%	42
2021 Q4	$90.5M	Sell	865,771 -6,431	-0.7%	-$674K	0.42%	46
2021 Q3	$87.8M	Sell	872,202 -3,439	-0.4%	-$347K	0.44%	42
2021 Q2	$92.3M	Sell	875,641 -90,174	-9%	-$9.43M	0.47%	39
2021 Q1	$97.3M	Sell	965,815 -106,646	-10%	-$10.1M	0.54%	35
2020 Q4	$87.2M	Sell	1,072,461 -253,591	-19%	-$18.4M	0.53%	35
2020 Q3	$81.2M	Sell	1,326,052 -1,192	-0.1%	-$74.9K	0.53%	32
2020 Q2	$79.9M	Buy	1,327,244 +3,976	+0.3%	+$223K	0.58%	28
2020 Q1	$63.3M	Buy	1,323,268 +408,964	+45%	+$28.4M	0.52%	34
2019 Q4	$73.5M	Buy	914,304 +19,548	+2%	+$1.52M	0.47%	39
2019 Q3	$67.2M	Buy	894,756 +21,458	+2%	+$1.58M	0.47%	39
2019 Q2	$64.9M	Buy	873,298 +24,870	+3%	+$1.84M	0.42%	48
2019 Q1	$62.6M	Buy	848,428 +20,382	+2%	+$1.51M	0.44%	45
2018 Q4	$54.6M	Buy	828,046 +8,776	+1%	+$651K	0.43%	47
2018 Q3	$68.4M	Buy	819,270 +6,800	+0.8%	+$575K	0.48%	39
2018 Q2	$66.3M	Buy	812,470 +14,962	+2%	+$1.2M	0.49%	34
2018 Q1	$60.1M	Buy	797,508 +26,060	+3%	+$2M	0.46%	40
2017 Q4	$59.6M	Buy	771,448 +16,782	+2%	+$1.26M	0.47%	37
2017 Q3	$56M	Buy	754,666 +25,872	+4%	+$1.8M	0.47%	38
2017 Q2	$51M	Buy	728,794 +49,022	+7%	+$3.39M	0.46%	40
2017 Q1	$47.1M	Sell	679,772 -2,502	-0.4%	-$174K	0.44%	45
2016 Q4	$47.8M	Sell	682,274 -3,536	-0.5%	-$232K	0.46%	41
2016 Q3	$42.8M	Buy	685,810 +37,202	+6%	+$2.28M	0.42%	44
2016 Q2	$37.9M	Buy	648,608 +60,460	+10%	+$3.47M	0.39%	45
2016 Q1	$33.3M	Buy	588,148 +79,896	+16%	+$4.14M	0.37%	49
2015 Q4	$27.5M	Buy	508,252 +20,000	+4%	+$1.11M	0.32%	55
2015 Q3	$25.6M	Buy	488,252 +20,500	+4%	+$1.14M	0.31%	57
2015 Q2	$27.5M	Buy	467,752 +29,834	+7%	+$1.77M	0.32%	70
2015 Q1	$25.6M	Buy	437,918 +221,892	+103%	+$12.9M	0.31%	81
2014 Q4	$12.7M	Sell	216,026 -136,236	-39%	-$7.69M	0.19%	136
2014 Q3	$18.9M	Sell	352,262 -2,822	-0.8%	-$159K	0.33%	80
2014 Q2	$20.5M	Buy	355,084 +21,456	+6%	+$1.2M	0.38%	70
2014 Q1	$18.9M	Buy	333,628 +328,876	+6,921%	+$18.2M	0.4%	54
2013 Q4	$264K	Sell	4,752 -249,250	-98%	-$13.3M	0.01%	551
2013 Q3	$13M	Buy	254,002 +30,780	+14%	+$1.53M	0.41%	52
2013 Q2	$10.4M	Buy	+223,222	New	+$10.2M	0.28%	94

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

United Capital Financial Advisors's IJS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7% in Q1 2026, selling an estimated $1.51M and leaving 166,774 shares worth $19.8M. The position accounts for 0.12% of the portfolio, ranked #146.

United Capital Financial Advisors first reported a position in IJS in Q2 2013 and has held it in 52 quarters since. The position peaked at $97.3M in Q1 2021. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

United Capital Financial Advisors held 166,774 shares of iShares S&P Small-Cap 600 Value ETF worth $19.8M as of Q1 2026.
United Capital Financial Advisors sold 12,502 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.51M.
iShares S&P Small-Cap 600 Value ETF made up 0.12% of United Capital Financial Advisors's portfolio in Q1 2026, its #146 holding.
United Capital Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $97.3M in Q1 2021.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.