Apella Capital
IJS icon

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
Q3 		$3.72M Buy
28,839
+8,680
+43% +$1.18M 0.05% 212
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% +$4.6K 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

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apella Capital's IJS Position: Q3 2026 in Review

Apella Capital increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 43% in Q3 2026, buying an estimated $1.18M and bringing the position to 28,839 shares worth $3.72M. The position accounts for 0.05% of the portfolio, ranked #212.

Apella Capital first reported a position in IJS in Q2 2020 and has held it in 25 quarters since. 249 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Apella Capital held 28,839 shares of iShares S&P Small-Cap 600 Value ETF worth $3.72M as of Q3 2026.
  • Apella Capital bought 8,680 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $1.18M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.05% of Apella Capital's portfolio in Q3 2026, its #212 holding.
  • Apella Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 249 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.