Vickerman Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Vickerman Investment 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	$838K	Sell	7,076 -306	-4%	-$37K	0.18%	58
2025 Q4	$839K	Sell	7,382 -27	-0.4%	-$3.03K	0.17%	58
2025 Q3	$819K	Hold	7,409	–	–	0.17%	58
2025 Q2	$737K	Sell	7,409 -158	-2%	-$14.9K	0.16%	59
2025 Q1	$738K	Hold	7,567	–	–	0.17%	60
2024 Q4	$822K	Sell	7,567 -35	-0.5%	-$3.88K	0.22%	52
2024 Q3	$818K	Sell	7,602 -11	-0.1%	-$1.14K	0.24%	52
2024 Q2	$741K	Hold	7,613	–	–	0.24%	52
2024 Q1	$782K	Sell	7,613 -52	-0.7%	-$5.16K	0.25%	52
2023 Q4	$790K	Sell	7,665 -1,303	-15%	-$119K	0.27%	52
2023 Q3	$800K	Sell	8,968 -13	-0.1%	-$1.24K	0.33%	52
2023 Q2	$854K	Sell	8,981 -79	-0.9%	-$7.22K	0.33%	52
2023 Q1	$848K	Sell	9,060 -280	-3%	-$27.4K	0.33%	51
2022 Q4	$853K	Buy	9,340 +3,568	+62%	+$329K	0.39%	55
2022 Q3	$476K	Sell	5,772 -89	-2%	-$8.23K	0.23%	59
2022 Q2	$522K	Sell	5,861 -12	-0.2%	-$1.15K	0.25%	60
2022 Q1	$562K	Sell	5,873 -68	-1%	-$6.93K	0.25%	60
2021 Q4	$621K	Sell	5,941 -7	-0.1%	-$734	0.25%	59
2021 Q3	$599K	Buy	+5,948	New	+$601K	0.24%	63

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

Vickerman Investment Advisors's IJS Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.1% in Q1 2026, selling an estimated $37K and leaving 7,076 shares worth $838K. The position accounts for 0.18% of the portfolio, ranked #58.

Vickerman Investment Advisors first reported a position in IJS in Q3 2021 and has held it in 19 quarters since. The position peaked at $854K in Q2 2023. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Vickerman Investment Advisors held 7,076 shares of iShares S&P Small-Cap 600 Value ETF worth $838K as of Q1 2026.
Vickerman Investment Advisors sold 306 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $37K.
iShares S&P Small-Cap 600 Value ETF made up 0.18% of Vickerman Investment Advisors's portfolio in Q1 2026, its #58 holding.
Vickerman Investment 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.
Vickerman Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $854K in Q2 2023.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.