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

Winthrop Capital 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 Q1	$181K	Hold	1,525	–	–	0.05%	124
2025 Q4	$173K	Buy	1,525 +1	+0.1%	+$112	0.04%	134
2025 Q3	$169K	Hold	1,524	–	–	0.04%	123
2025 Q2	$152K	Hold	1,524	–	–	0.04%	135
2025 Q1	$149K	Hold	1,524	–	–	0.04%	127
2024 Q4	$165K	Buy	+1,524	New	+$169K	0.04%	132
2024 Q1	–	Sell	-2,755	Closed	-$284K	–	211
2023 Q4	$284K	Buy	+2,755	New	+$251K	0.09%	111

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

Winthrop Capital Management's IJS Position: Q1 2026 in Review

Winthrop Capital Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 1,525 shares worth $181K. The position accounts for 0.05% of the portfolio, ranked #124.

Winthrop Capital Management first reported a position in IJS in Q4 2023 and has held it in 7 quarters since. The position peaked at $284K in Q4 2023. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Winthrop Capital Management held 1,525 shares of iShares S&P Small-Cap 600 Value ETF worth $181K as of Q1 2026.
Winthrop Capital Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.05% of Winthrop Capital Management's portfolio in Q1 2026, its #124 holding.
Winthrop Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $284K in Q4 2023.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.