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

Vicus Capital’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 		$292K Sell
2,135
-342
-14% -$44.1K 0.02% 230
2026
Q1 		$293K Sell
2,477
-358
-13% -$43.2K 0.02% 221
2025
Q4 		$322K Sell
2,835
-1,789
-39% -$201K 0.02% 210
2025
Q3 		$511K Sell
4,624
-994
-18% -$106K 0.04% 175
2025
Q2 		$559K Sell
5,618
-116
-2% -$11K 0.05% 141
2025
Q1 		$559K Sell
5,734
-930
-14% -$98.1K 0.05% 132
2024
Q4 		$724K Sell
6,664
-2,090
-24% -$232K 0.06% 111
2024
Q3 		$942K Sell
8,754
-52,928
-86% -$5.5M 0.08% 101
2024
Q2 		$6M Buy
61,682
+943
+2% +$92.7K 0.54% 32
2024
Q1 		$6.24M Buy
60,739
+3,160
+5% +$314K 0.57% 32
2023
Q4 		$5.93M Sell
57,579
-658
-1% -$60K 0.6% 32
2023
Q3 		$5.2M Buy
58,237
+266
+0.5% +$25.3K 0.54% 31
2023
Q2 		$5.51M Sell
57,971
-8,490
-13% -$776K 0.57% 31
2023
Q1 		$6.22M Sell
66,461
-18,662
-22% -$1.82M 0.67% 31
2022
Q4 		$7.77M Buy
85,123
+13,624
+19% +$1.25M 0.88% 26
2022
Q3 		$5.89M Buy
71,499
+4,721
+7% +$437K 0.69% 30
2022
Q2 		$5.94M Buy
+66,778
New +$6.4M 0.67% 30
2015
Q1 		– Sell
-22,386
Closed -$1.32M – 193
2014
Q4 		$1.32M Buy
+22,386
New +$1.26M 0.38% 64

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

Vicus Capital's IJS Position: Q2 2026 in Review

Vicus Capital reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 14% in Q2 2026, selling an estimated $44.1K and leaving 2,135 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #230.

Vicus Capital first reported a position in IJS in Q4 2014 and has held it in 18 quarters since. The position peaked at $7.77M in Q4 2022. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Vicus Capital held 2,135 shares of iShares S&P Small-Cap 600 Value ETF worth $292K as of Q2 2026.
  • Vicus Capital sold 342 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $44.1K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #230 holding.
  • Vicus Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 18 quarters since.
  • Vicus Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $7.77M in Q4 2022.
  • 888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.