Beaird Harris Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Beaird Harris 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	$764K	Sell	5,588 -209	-4%	-$27K	0.05%	78
2026 Q1	$687K	Sell	5,797 -71	-1%	-$8.58K	0.05%	82
2025 Q4	$667K	Buy	5,868 +2	+0%	+$224	0.05%	82
2025 Q3	$649K	Buy	5,866 +2	+0%	+$212	0.05%	85
2025 Q2	$583K	Sell	5,864 -80	-1%	-$7.55K	0.05%	85
2025 Q1	$579K	Sell	5,944 -24	-0.4%	-$2.53K	0.05%	76
2024 Q4	$648K	Buy	5,968 +109	+2%	+$12.1K	0.06%	75
2024 Q3	$631K	Buy	5,859 +79	+1%	+$8.2K	0.06%	76
2024 Q2	$562K	Sell	5,780 -202	-3%	-$19.9K	0.05%	73
2024 Q1	$615K	Buy	5,982 +1	+0%	+$99	0.06%	66
2023 Q4	$616K	Buy	5,981 +3	+0.1%	+$273	0.06%	56
2023 Q3	$533K	Sell	5,978 -2	-0%	-$190	0.06%	57
2023 Q2	$569K	Sell	5,980 -159	-3%	-$14.5K	0.07%	53
2023 Q1	$575K	Buy	6,139 +2	+0%	+$195	0.1%	49
2022 Q4	$560K	Buy	6,137 +13	+0.2%	+$1.2K	0.1%	48
2022 Q3	$505K	Buy	6,124 +38	+0.6%	+$3.52K	0.11%	53
2022 Q2	$542K	Sell	6,086 -128	-2%	-$12.3K	0.15%	47
2022 Q1	$636K	Buy	6,214 +581	+10%	+$59.2K	0.23%	43
2021 Q4	$589K	Buy	+5,633	New	+$590K	0.22%	61

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFA

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

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beaird Harris Wealth Management's IJS Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.6% in Q2 2026, selling an estimated $27K and leaving 5,588 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #78.

Beaird Harris Wealth Management first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Beaird Harris Wealth Management held 5,588 shares of iShares S&P Small-Cap 600 Value ETF worth $764K as of Q2 2026.
Beaird Harris Wealth Management sold 209 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $27K.
iShares S&P Small-Cap 600 Value ETF made up 0.05% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #78 holding.
Beaird Harris Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.