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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IJS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,540 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #116.

Atlantic Edge Private Wealth Management first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 374 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,540 shares of iShares S&P Small-Cap 600 Value ETF worth $347K as of Q2 2026.
Atlantic Edge Private Wealth Management 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 0.07% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #116 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 11 quarters since.
374 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.