CSF
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Capital Squared Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Capital Squared Financial’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 		$2.71M Sell
19,852
-70
-0.4% -$9.03K 1.77% 17
2026
Q1 		$2.36M Buy
19,922
+484
+2% +$58.5K 1.8% 17
2025
Q4 		$2.21M Buy
19,438
+2,952
+18% +$331K 1.72% 15
2025
Q3 		$1.82M Sell
16,486
-237
-1% -$25.2K 1.58% 18
2025
Q2 		$1.66M Buy
+16,723
New +$1.58M 1.94% 14

Other funds holding IJS

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
WA
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
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
EF
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

Capital Squared Financial's IJS Position: Q2 2026 in Review

Capital Squared Financial reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.35% in Q2 2026, selling an estimated $9.03K and leaving 19,852 shares worth $2.71M. The position accounts for 1.77% of the portfolio, ranked #17.

Capital Squared Financial first reported a position in IJS in Q2 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Capital Squared Financial held 19,852 shares of iShares S&P Small-Cap 600 Value ETF worth $2.71M as of Q2 2026.
  • Capital Squared Financial sold 70 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.03K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.77% of Capital Squared Financial's portfolio in Q2 2026, its #17 holding.
  • Capital Squared Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.