Apella Capital’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Apella Capital’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	$2.71M	Hold	20,159	–	–	0.04%	230
2026 Q1	$2.57M	Buy	20,159 +12,300	+157%	+$1.49M	0.04%	230
2025 Q4	$894K	Buy	7,859 +41	+0.5%	+$4.59K	0.02%	287
2025 Q3	$858K	Buy	7,818 +2	+0%	+$212	0.02%	268
2025 Q2	$798K	Buy	7,816 +640	+9%	+$60.4K	0.02%	246
2025 Q1	$651K	Buy	7,176 +87	+1%	+$9.18K	0.02%	232
2024 Q4	$770K	Sell	7,089 -352	-5%	-$39K	0.03%	190
2024 Q3	$784K	Hold	7,441	–	–	0.03%	177
2024 Q2	$714K	Hold	7,441	–	–	0.03%	178
2024 Q1	$751K	Buy	7,441 +381	+5%	+$37.8K	0.04%	162
2023 Q4	$702K	Buy	7,060 +1,120	+19%	+$102K	0.04%	160
2023 Q3	$530K	Buy	5,940 +30	+0.5%	+$2.86K	0.04%	165
2023 Q2	$562K	Buy	+5,910	New	+$540K	0.04%	164
2022 Q4	$540K	Hold	5,910	–	–	0.05%	148
2022 Q3	$487K	Sell	5,910 -278	-4%	-$25.7K	0.06%	139
2022 Q2	$551K	Buy	6,188 +278	+5%	+$26.7K	0.07%	129
2022 Q1	$605K	Hold	5,910	–	–	0.09%	112
2021 Q4	$618K	Hold	5,910	–	–	0.08%	118
2021 Q3	$595K	Hold	5,910	–	–	0.09%	124
2021 Q2	$623K	Hold	5,910	–	–	0.1%	123
2021 Q1	$595K	Sell	5,910 -67	-1%	-$6.34K	0.19%	79
2020 Q4	$486K	Sell	5,977 -39	-0.6%	-$2.83K	0.17%	83
2020 Q3	$368K	Sell	6,016 -86	-1%	-$5.41K	0.15%	93
2020 Q2	$367K	Buy	+6,102	New	+$342K	0.17%	88

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's IJS Position: Q2 2026 in Review

Apella Capital held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 20,159 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #230.

Apella Capital first reported a position in IJS in Q2 2020 and has held it in 24 quarters since. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Apella Capital held 20,159 shares of iShares S&P Small-Cap 600 Value ETF worth $2.71M as of Q2 2026.
Apella Capital left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Apella Capital's portfolio in Q2 2026, its #230 holding.
Apella Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and has held it in 24 quarters since.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.