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

Westside Investment 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 		$185K Buy
1,354
+5
+0.4% +$645 0.02% 324
2026
Q1 		$160K Buy
1,349
+132
+11% +$15.9K 0.02% 325
2025
Q4 		$138K Buy
1,217
+5
+0.4% +$560 0.02% 332
2025
Q3 		$134K Buy
1,212
+154
+15% +$16.4K 0.02% 346
2025
Q2 		$105K Sell
1,058
-368
-26% -$34.8K 0.02% 339
2025
Q1 		$139K Sell
1,426
-501
-26% -$52.9K 0.03% 269
2024
Q4 		$209K Buy
1,927
+103
+6% +$11.4K 0.04% 223
2024
Q3 		$196K Buy
1,824
+303
+20% +$31.5K 0.04% 240
2024
Q2 		$148K Buy
1,521
+1,351
+795% +$133K 0.03% 259
2024
Q1 		$17.5K Sell
170
-175
-51% -$17.4K ﹤0.01% 544
2023
Q4 		$35.6K Buy
345
+150
+77% +$13.7K 0.01% 406
2023
Q3 		$17.4K Buy
+195
New +$18.6K 0.01% 502
2020
Q3 		– Sell
-144
Closed -$8 – 686
2020
Q2 		$8 Buy
+144
New +$8.07K ﹤0.01% 496

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

Westside Investment Management's IJS Position: Q2 2026 in Review

Westside Investment Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.37% in Q2 2026, buying an estimated $645 and bringing the position to 1,354 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #324.

Westside Investment Management first reported a position in IJS in Q2 2020 and has held it in 13 quarters since. The position peaked at $209K in Q4 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Westside Investment Management held 1,354 shares of iShares S&P Small-Cap 600 Value ETF worth $185K as of Q2 2026.
  • Westside Investment Management bought 5 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $645.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #324 holding.
  • Westside Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and has held it in 13 quarters since.
  • Westside Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $209K in Q4 2024.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.