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

Atwood & Palmer’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	$163K	Hold	1,271	–	–	0.01%	172
2026 Q2	$174K	Hold	1,271	–	–	0.01%	165
2026 Q1	$151K	Hold	1,271	–	–	0.01%	171
2025 Q4	$145K	Hold	1,271	–	–	0.01%	166
2025 Q3	$141K	Hold	1,271	–	–	0.01%	173
2025 Q2	$126K	Hold	1,271	–	–	0.01%	173
2025 Q1	$124K	Hold	1,271	–	–	0.01%	172
2024 Q4	$138K	Hold	1,271	–	–	0.01%	162
2024 Q3	$137K	Hold	1,271	–	–	0.01%	168
2024 Q2	$124K	Hold	1,271	–	–	0.01%	168
2024 Q1	$131K	Hold	1,271	–	–	0.01%	171
2023 Q4	$131K	Hold	1,271	–	–	0.01%	170
2023 Q3	$113K	Sell	1,271 -1,100	-46%	-$105K	0.01%	168
2023 Q2	$225K	Hold	2,371	–	–	0.02%	141
2023 Q1	$222K	Hold	2,371	–	–	0.02%	136
2022 Q4	$217K	Hold	2,371	–	–	0.02%	144
2022 Q3	$196K	Hold	2,371	–	–	0.02%	139
2022 Q2	$211K	Hold	2,371	–	–	0.02%	137
2022 Q1	$243K	Hold	2,371	–	–	0.02%	135
2021 Q4	$248K	Hold	2,371	–	–	0.02%	139
2021 Q3	$239K	Hold	2,371	–	–	0.02%	137
2021 Q2	$250K	Hold	2,371	–	–	0.02%	134
2021 Q1	$239K	Hold	2,371	–	–	0.02%	135
2020 Q4	$193K	Sell	2,371 -1	-0%	-$73	0.02%	139
2020 Q3	$145K	Hold	2,372	–	–	0.02%	144
2020 Q2	$143K	Hold	2,372	–	–	0.02%	144
2020 Q1	$118K	Hold	2,372	–	–	0.02%	142
2019 Q4	$191K	Hold	2,372	–	–	0.02%	125
2019 Q3	$178K	Buy	+2,372	New	+$174K	0.02%	132

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Atwood & Palmer's IJS Position: Q3 2026 in Review

Atwood & Palmer held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 1,271 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #172.

Atwood & Palmer first reported a position in IJS in Q3 2019 and has held it in 29 quarters since. The position peaked at $250K in Q2 2021. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Atwood & Palmer held 1,271 shares of iShares S&P Small-Cap 600 Value ETF worth $163K as of Q3 2026.
Atwood & Palmer 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 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #172 holding.
Atwood & Palmer first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and has held it in 29 quarters since.
Atwood & Palmer's iShares S&P Small-Cap 600 Value ETF position peaked at $250K in Q2 2021.
55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.