Superior Planning, LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Superior Planning, 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	$20.4K	Buy	+159	New	+$21.6K	0.01%	694

Other funds holding IJS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Superior Planning, LLC's IJS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026: 159 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings.

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

Superior Planning, LLC held 159 shares of iShares S&P Small-Cap 600 Value ETF worth $20.4K as of Q3 2026.
iShares S&P Small-Cap 600 Value ETF was a new Superior Planning, LLC position in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #694 holding.
699 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.