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

Wealth Quarterback’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 		$248K Buy
2,091
+2
+0.1% +$242 0.1% 143
2025
Q4 		$238K Sell
2,089
-614
-23% -$68.8K 0.09% 140
2025
Q3 		$299K Buy
2,703
+222
+9% +$23.6K 0.12% 128
2025
Q2 		$247K Sell
2,481
-3,297
-57% -$311K 0.12% 122
2025
Q1 		$563K Sell
5,778
-65,968
-92% -$6.96M 0.32% 73
2024
Q4 		$7.79M Buy
71,746
+1,348
+2% +$149K 3.66% 6
2024
Q3 		$7.58M Buy
70,398
+42,334
+151% +$4.4M 3.94% 6
2024
Q2 		$2.73M Sell
28,064
-1,586
-5% -$156K 1.55% 14
2024
Q1 		$3.05M Sell
29,650
-60,123
-67% -$5.97M 1.7% 15
2023
Q4 		$9.25M Buy
89,773
+50,784
+130% +$4.63M 5.65% 2
2023
Q3 		$3.48M Buy
+38,989
New +$3.71M 3.01% 10
2023
Q1 		– Sell
-2,215
Closed -$202K – 123
2022
Q4 		$202K Sell
2,215
-872
-28% -$80.3K 0.17% 108
2022
Q3 		$255K Sell
3,087
-1,480
-32% -$137K 0.27% 81
2022
Q2 		$407K Buy
+4,567
New +$438K 0.32% 74
2021
Q3 		$529K Sell
5,250
-391
-7% -$39.5K 0.35% 61
2021
Q2 		$595K Buy
+5,641
New +$590K 0.36% 63
2020
Q4 		$1.19M Sell
14,619
-593
-4% -$43.1K 0.99% 26
2020
Q3 		$915K Hold
15,212
– – 0.84% 37
2020
Q2 		$915K Buy
15,212
+5,270
+53% +$295K 0.84% 37
2020
Q1 		$509K Buy
9,942
+8,304
+507% +$576K 0.47% 48
2019
Q4 		$132K Buy
+1,638
New +$127K 0.11% 135

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

Wealth Quarterback's IJS Position: Q1 2026 in Review

Wealth Quarterback increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.1% in Q1 2026, buying an estimated $242 and bringing the position to 2,091 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #143.

Wealth Quarterback first reported a position in IJS in Q4 2019 and has held it in 21 quarters since. The position peaked at $9.25M in Q4 2023. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Wealth Quarterback held 2,091 shares of iShares S&P Small-Cap 600 Value ETF worth $248K as of Q1 2026.
  • Wealth Quarterback bought 2 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $242.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Wealth Quarterback's portfolio in Q1 2026, its #143 holding.
  • Wealth Quarterback first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Wealth Quarterback's iShares S&P Small-Cap 600 Value ETF position peaked at $9.25M in Q4 2023.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.