Avidian Wealth Enterprises’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Avidian Wealth Enterprises’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	$3.09M	Sell	24,090 -682	-3%	-$92.6K	0.09%	152
2026 Q2	$3.39M	Buy	24,772 +230	+0.9%	+$29.7K	0.09%	142
2026 Q1	$2.91M	Sell	24,542 -902	-4%	-$109K	0.09%	141
2025 Q4	$2.89M	Sell	25,444 -285	-1%	-$31.9K	0.11%	103
2025 Q3	$2.85M	Sell	25,729 -11,586	-31%	-$1.23M	0.11%	106
2025 Q2	$3.71M	Sell	37,315 -1,365	-4%	-$129K	0.15%	89
2025 Q1	$3.77M	Sell	38,680 -1,341	-3%	-$141K	0.17%	84
2024 Q4	$4.35M	Sell	40,021 -1,340	-3%	-$149K	0.2%	76
2024 Q3	$4.45M	Sell	41,361 -2,420	-6%	-$251K	0.2%	71
2024 Q2	$4.26M	Sell	43,781 -1,711	-4%	-$168K	0.18%	75
2024 Q1	$4.67M	Sell	45,492 -3,699	-8%	-$367K	0.23%	69
2023 Q4	$5.07M	Sell	49,191 -13,170	-21%	-$1.2M	0.31%	63
2023 Q3	$5.56M	Buy	62,361 +3,273	+6%	+$312K	0.39%	54
2023 Q2	$5.62M	Buy	59,088 +5,372	+10%	+$491K	0.37%	60
2023 Q1	$5.03M	Buy	53,716 +49,468	+1,165%	+$4.83M	0.28%	73
2022 Q4	$388K	Sell	4,248 -246	-5%	-$22.7K	0.03%	313
2022 Q3	$371K	Sell	4,494 -7,699	-63%	-$712K	0.03%	278
2022 Q2	$1.09M	Buy	12,193 +8,171	+203%	+$783K	0.08%	157
2022 Q1	$412K	Sell	4,022 -13,558	-77%	-$1.38M	0.03%	335
2021 Q4	$1.84M	Buy	17,580 +13,484	+329%	+$1.41M	0.11%	122
2021 Q3	$412K	Sell	4,096 -907	-18%	-$91.6K	0.03%	244
2021 Q2	$527K	Sell	5,003 -1,039	-17%	-$109K	0.04%	209
2021 Q1	$609K	Sell	6,042 -1,017	-14%	-$96.3K	0.05%	179
2020 Q4	$574K	Buy	7,059 +3,423	+94%	+$249K	0.05%	165
2020 Q3	$223K	Buy	+3,636	New	+$229K	0.03%	255

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

Avidian Wealth Enterprises's IJS Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.8% in Q3 2026, selling an estimated $92.6K and leaving 24,090 shares worth $3.09M. The position accounts for 0.09% of the portfolio, ranked #152.

Avidian Wealth Enterprises first reported a position in IJS in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.62M in Q2 2023. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Avidian Wealth Enterprises held 24,090 shares of iShares S&P Small-Cap 600 Value ETF worth $3.09M as of Q3 2026.
Avidian Wealth Enterprises sold 682 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $92.6K.
iShares S&P Small-Cap 600 Value ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #152 holding.
Avidian Wealth Enterprises first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 25 quarters since.
Avidian Wealth Enterprises's iShares S&P Small-Cap 600 Value ETF position peaked at $5.62M in Q2 2023.
55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.