Atlantic Edge Private Wealth Management
IJS icon

Atlantic Edge Private Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Atlantic Edge Private Wealth Management’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 		$325K Hold
2,540
– – 0.07% 114
2026
Q2 		$347K Hold
2,540
– – 0.07% 116
2026
Q1 		$301K Hold
2,540
– – 0.07% 115
2025
Q4 		$289K Hold
2,540
– – 0.07% 116
2025
Q3 		$281K Hold
2,540
– – 0.07% 118
2025
Q2 		$253K Sell
2,540
-26
-1% -$2.46K 0.07% 119
2025
Q1 		$250K Hold
2,566
– – 0.08% 116
2024
Q4 		$279K Hold
2,566
– – 0.09% 114
2024
Q3 		$276K Buy
2,566
+110
+4% +$11.4K 0.08% 114
2024
Q2 		$239K Hold
2,456
– – 0.08% 113
2024
Q1 		$252K Hold
2,456
– – 0.09% 113
2023
Q4 		$253K Buy
+2,456
New +$224K 0.1% 111

Other funds holding IJS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 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
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IJS Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 2,540 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #114.

Atlantic Edge Private Wealth Management first reported a position in IJS in Q4 2023 and has held it in 12 quarters since. The position peaked at $347K in Q2 2026. 548 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 2,540 shares of iShares S&P Small-Cap 600 Value ETF worth $325K as of Q3 2026.
  • Atlantic Edge Private Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Atlantic Edge Private Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $347K in Q2 2026.
  • 548 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.