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

World Investment Advisors’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 		$40.6M Buy
342,789
+42,188
+14% +$5.1M 0.65% 26
2025
Q4 		$34.2M Sell
300,601
-61,720
-17% -$6.92M 0.55% 31
2025
Q3 		$40.1M Buy
362,321
+354,776
+4,702% +$37.7M 0.82% 21
2025
Q2 		$751K Sell
7,545
-185,965
-96% -$17.6M 0.02% 600
2025
Q1 		$18.9M Buy
193,510
+186,753
+2,764% +$19.7M 0.49% 39
2024
Q4 		$734K Sell
6,757
-356,321
-98% -$39.5M 0.02% 554
2024
Q3 		$39.2M Buy
363,078
+357,958
+6,991% +$37.2M 1.23% 10
2024
Q2 		$498K Sell
5,120
-25,457
-83% -$2.5M 0.03% 406
2024
Q1 		$3.14M Sell
30,577
-96,865
-76% -$9.61M 0.45% 53
2023
Q4 		$13.1M Sell
127,442
-202,447
-61% -$18.4M 1.71% 13
2023
Q3 		$29.6M Buy
329,889
+326,963
+11,174% +$31.1M 5.86% 2
2023
Q2 		$278K Sell
2,926
-19,764
-87% -$1.81M 0.05% 208
2023
Q1 		$2.12M Sell
22,690
-219,040
-91% -$21.4M 0.44% 44
2022
Q4 		$22.1M Buy
241,730
+237,350
+5,419% +$21.9M 5.06% 2
2022
Q3 		$361K Sell
4,380
-884
-17% -$81.8K 0.09% 165
2022
Q2 		$508K Sell
5,264
-164,925
-97% -$15.8M 0.11% 141
2022
Q1 		$17.4M Buy
170,189
+2,956
+2% +$301K 3.62% 4
2021
Q4 		$16.8M Buy
167,233
+157,099
+1,550% +$16.5M 3.51% 6
2021
Q3 		$1.02M Sell
10,134
-17,878
-64% -$1.8M 0.23% 74
2021
Q2 		$2.95M Buy
28,012
+3,137
+13% +$328K 0.68% 26
2021
Q1 		$2.57M Sell
24,875
-314,284
-93% -$29.8M 0.62% 29
2020
Q4 		$31.7M Buy
+339,159
New +$24.6M 8.04% 1
2020
Q2 		– Sell
-11,710
Closed -$585K – 176
2020
Q1 		$585K Sell
11,710
-3,740
-24% -$259K 0.27% 60
2019
Q4 		$1.24M Sell
15,450
-189,440
-92% -$14.7M 0.48% 33
2019
Q3 		$15.4M Buy
+204,890
New +$15.1M 6.59% 4
2019
Q1 		– Sell
-79,258
Closed -$5.24M – 139
2018
Q4 		$5.24M Buy
+79,258
New +$5.88M 2.35% 14

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

World Investment Advisors's IJS Position: Q1 2026 in Review

World Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 14% in Q1 2026, buying an estimated $5.1M and bringing the position to 342,789 shares worth $40.6M. The position accounts for 0.65% of the portfolio, ranked #26.

World Investment Advisors first reported a position in IJS in Q4 2018 and has held it in 26 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • World Investment Advisors held 342,789 shares of iShares S&P Small-Cap 600 Value ETF worth $40.6M as of Q1 2026.
  • World Investment Advisors bought 42,188 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $5.1M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.65% of World Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • World Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 26 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.