3Chopt Investment Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

3Chopt Investment Partners’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	$1.37M	Sell	10,045 -24	-0.2%	-$3.1K	0.26%	83
2026 Q1	$1.19M	Hold	10,069	–	–	0.27%	83
2025 Q4	$1.15M	Hold	10,069	–	–	0.26%	84
2025 Q3	$1.11M	Hold	10,069	–	–	0.25%	86
2025 Q2	$1M	Sell	10,069 -260	-3%	-$24.6K	0.24%	85
2025 Q1	$1.01M	Hold	10,329	–	–	0.26%	87
2024 Q4	$1.12M	Hold	10,329	–	–	0.39%	61
2024 Q3	$1.11M	Sell	10,329 -47	-0.5%	-$4.88K	0.4%	62
2024 Q2	$1.01M	Hold	10,376	–	–	0.31%	77
2024 Q1	$1.07M	Hold	10,376	–	–	0.44%	56
2023 Q4	$1.07M	Hold	10,376	–	–	0.39%	63
2023 Q3	$931K	Hold	10,376	–	–	0.55%	47
2023 Q2	$987K	Hold	10,376	–	–	0.49%	57
2023 Q1	$971K	Hold	10,376	–	–	0.52%	57
2022 Q4	$947K	Buy	+10,376	New	+$955K	0.52%	54

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

3Chopt Investment Partners's IJS Position: Q2 2026 in Review

3Chopt Investment Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.24% in Q2 2026, selling an estimated $3.1K and leaving 10,045 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #83.

3Chopt Investment Partners first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

3Chopt Investment Partners held 10,045 shares of iShares S&P Small-Cap 600 Value ETF worth $1.37M as of Q2 2026.
3Chopt Investment Partners sold 24 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $3.1K.
iShares S&P Small-Cap 600 Value ETF made up 0.26% of 3Chopt Investment Partners's portfolio in Q2 2026, its #83 holding.
3Chopt Investment Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.