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Seven Hills Financial, LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Seven Hills Financial, LLC’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
Q3 		$331K Buy
+2,582
New +$350K 0.2% 68

Other funds holding IJS

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

Seven Hills Financial, LLC's IJS Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026: 2,582 shares worth $331K. The stake represents 0.2% of the portfolio and ranks #68 among its holdings.

77 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Seven Hills Financial, LLC held 2,582 shares of iShares S&P Small-Cap 600 Value ETF worth $331K as of Q3 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.2% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #68 holding.
  • 77 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.