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Abacus Planning Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Abacus Planning Group’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 		$3.41M Sell
24,975
-443
-2% -$57.1K 0.42% 33
2026
Q1 		$3.01M Sell
25,418
-27,543
-52% -$3.33M 0.41% 35
2025
Q4 		$6.02M Buy
52,961
+4
+0% +$448 0.8% 23
2025
Q3 		$5.86M Buy
52,957
+3
+0% +$319 0.81% 23
2025
Q2 		$5.27M Buy
52,954
+25,344
+92% +$2.39M 0.78% 23
2025
Q1 		$2.69M Sell
27,610
-626
-2% -$66K 0.47% 31
2024
Q4 		$3.07M Sell
28,236
-1,321
-4% -$146K 0.54% 27
2024
Q3 		$3.18M Sell
29,557
-57
-0.2% -$5.92K 0.57% 25
2024
Q2 		$2.88M Sell
29,614
-47
-0.2% -$4.62K 0.56% 26
2024
Q1 		$3.05M Sell
29,661
-1,027
-3% -$102K 0.6% 25
2023
Q4 		$3.16M Sell
30,688
-30,663
-50% -$2.79M 0.67% 23
2023
Q3 		$5.47M Buy
61,351
+347
+0.6% +$33K 1.33% 16
2023
Q2 		$5.8M Buy
61,004
+911
+2% +$83.3K 1.4% 15
2023
Q1 		$5.62M Sell
60,093
-4,170
-6% -$407K 1.45% 14
2022
Q4 		$5.87M Buy
64,263
+21,843
+51% +$2.01M 1.6% 13
2022
Q3 		$3.5M Sell
42,420
-4,083
-9% -$378K 1.06% 17
2022
Q2 		$4.14M Buy
46,503
+7,336
+19% +$703K 1.22% 17
2022
Q1 		$4.01M Buy
39,167
+7,113
+22% +$725K 1.08% 19
2021
Q4 		$3.35M Buy
32,054
+10,161
+46% +$1.07M 0.89% 19
2021
Q3 		$2.2M Buy
21,893
+3,230
+17% +$326K 0.7% 27
2021
Q2 		$1.97M Sell
18,663
-746
-4% -$78K 0.6% 27
2021
Q1 		$1.96M Buy
19,409
+810
+4% +$76.7K 0.63% 29
2020
Q4 		$1.51M Buy
18,599
+245
+1% +$17.8K 0.47% 35
2020
Q3 		$1.12M Buy
18,354
+1,964
+12% +$123K 0.41% 48
2020
Q2 		$986K Buy
16,390
+6,744
+70% +$378K 0.4% 51
2020
Q1 		$482K Buy
+9,646
New +$669K 0.24% 75

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

Abacus Planning Group's IJS Position: Q2 2026 in Review

Abacus Planning Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.7% in Q2 2026, selling an estimated $57.1K and leaving 24,975 shares worth $3.41M. The position accounts for 0.42% of the portfolio, ranked #33.

Abacus Planning Group first reported a position in IJS in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.02M in Q4 2025. 209 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Abacus Planning Group held 24,975 shares of iShares S&P Small-Cap 600 Value ETF worth $3.41M as of Q2 2026.
  • Abacus Planning Group sold 443 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $57.1K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.42% of Abacus Planning Group's portfolio in Q2 2026, its #33 holding.
  • Abacus Planning Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Abacus Planning Group's iShares S&P Small-Cap 600 Value ETF position peaked at $6.02M in Q4 2025.
  • 209 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.