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Vann Equity Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Vann Equity Management’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 		$222K Sell
1,627
-799
-33% -$103K 0.14% 160
2026
Q1 		$287K Buy
+2,426
New +$293K 0.2% 121

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

Vann Equity Management's IJS Position: Q2 2026 in Review

Vann Equity Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 33% in Q2 2026, selling an estimated $103K and leaving 1,627 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #160.

Vann Equity Management first reported a position in IJS in Q1 2026 and has held it in 2 quarters since. The position peaked at $287K in Q1 2026. 869 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Vann Equity Management held 1,627 shares of iShares S&P Small-Cap 600 Value ETF worth $222K as of Q2 2026.
  • Vann Equity Management sold 799 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $103K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.14% of Vann Equity Management's portfolio in Q2 2026, its #160 holding.
  • Vann Equity Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Vann Equity Management's iShares S&P Small-Cap 600 Value ETF position peaked at $287K in Q1 2026.
  • 869 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.