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

Welch Group’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 		– Sell
-2,270
Closed -$258K – 321
2025
Q4 		$258K Sell
2,270
-256
-10% -$28.7K 0.01% 259
2025
Q3 		$279K Buy
+2,526
New +$268K 0.01% 239

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

Welch Group's IJS Position: Q1 2026 in Review

Welch Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 2,270 shares — an estimated $258K sold.

Welch Group first reported a position in IJS in Q3 2025 and held it in 2 quarters. The position peaked at $279K in Q3 2025. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Welch Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Welch Group sold 2,270 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $258K.
  • Welch Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 2 quarters.
  • Welch Group's iShares S&P Small-Cap 600 Value ETF position peaked at $279K in Q3 2025.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.