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 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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Bailard Foster City, California $4.91B AUM 31.75% 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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atwood & Palmer's IJS Position: Q2 2026 in Review

Atwood & Palmer held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,271 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #165.

Atwood & Palmer first reported a position in IJS in Q3 2019 and has held it in 28 quarters since. The position peaked at $250K in Q2 2021. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Atwood & Palmer held 1,271 shares of iShares S&P Small-Cap 600 Value ETF worth $174K as of Q2 2026.
Atwood & Palmer 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 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #165 holding.
Atwood & Palmer first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and has held it in 28 quarters since.
Atwood & Palmer's iShares S&P Small-Cap 600 Value ETF position peaked at $250K in Q2 2021.
426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.