SIMS INVESTMENT MANAGEMENT, LLC IJS — ISHARES S&P SMALL CAP 600 ETF

Ownership history in SIMS INVESTMENT MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

SIMS INVESTMENT MANAGEMENT, LLC reported ISHARES S&P SMALL CAP 600 ETF (IJS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.5% in 2024 Q4. The latest visible filing shows IJS at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIMS INVESTMENT MANAGEMENT, LLC's position in ISHARES S&P SMALL CAP 600 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IJS was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.5% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJS stock page SIMS INVESTMENT MANAGEMENT, LLC fund profile SIMS INVESTMENT MANAGEMENT, LLC full holdings
How SIMS INVESTMENT MANAGEMENT, LLC held IJS — position size vs. price
% of Fund (quarterly)    IJS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,003 -279 -12.2% 0.09% $238K 2026-04-21 $127.70
2025 Q4 REDUCED 10.1% +4.3% ❌ 2,282 -255 -10.1% 0.09% $260K 2026-01-16 $121.70
2025 Q3 REDUCED 11.9% +4.7% ❌ 2,537 -344 -11.9% 0.10% $281K 2025-10-22 $110.16
2025 Q2 REDUCED 94.9% +11.5% ❌ 2,881 -53,443 -94.9% 0.12% $287K 2025-07-29 $102.09
2025 Q1 REDUCED — — — 56,324 -703 -1.2% 2.45% $5.5M 2025-04-24 $90.14
2024 Q4 INITIATED — — — 57,027 — — 3.50% $6.2M 2025-02-05 $108.49

🏢 Other funds also holding IJS

As of 2026 Q1 — sorted by position size

USA FINANCIAL FORMULAS 3Y 7Y 20.72% Sharp Wealth Advisory, LLC 15.92% Summit Financial Consulting LLC 5.39% Probity Advisors, Inc. 3Y 7Y 3.22% First County Bank /CT/ 3.21% Salus Financial Advisors, LLC 2.65% HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 2.47% Heartwood Wealth Advisors LLC 3Y 2.46% Broadview Financial Management, LLC 3Y 7Y 2.37% Clayton Financial Group LLC 2.33%

FAQ About SIMS INVESTMENT MANAGEMENT, LLC and IJS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIMS INVESTMENT MANAGEMENT, LLC reported owning IJS?

SIMS INVESTMENT MANAGEMENT, LLC reported IJS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IJS position in SIMS INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for IJS was 3.50% in 2024 Q4.

What is the latest reported IJS position on this page?

The most recent filing on this page is 2026 Q1, when SIMS INVESTMENT MANAGEMENT, LLC reported 2,003 shares, equal to 0.09% of portfolio, with an estimated market value of $238K.

What does the chart on this IJS ownership page compare?

The chart compares SIMS INVESTMENT MANAGEMENT, LLC's quarterly IJS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIMS INVESTMENT MANAGEMENT, LLC time their IJS position?

Based on 13F filing dates vs. subsequent IJS price moves, SIMS INVESTMENT MANAGEMENT, LLC correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on IJS relative to SPY over the holding period was -0.4%.

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