CHJWM
IJS icon

Carlton Hofferkamp & Jenks Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Carlton Hofferkamp & Jenks 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 		$1.84M Buy
13,424
+1,007
+8% +$130K 0.59% 37
2026
Q1 		$1.6M Buy
12,417
+155
+1% +$18.7K 0.54% 42
2025
Q4 		$1.39M Buy
12,262
+412
+3% +$46.2K 0.47% 45
2025
Q3 		$1.34M Buy
11,850
+501
+4% +$53.2K 0.45% 47
2025
Q2 		$1.16M Buy
11,349
+1,287
+13% +$122K 0.42% 53
2025
Q1 		$875K Buy
10,062
+1,736
+21% +$183K 0.36% 62
2024
Q4 		$921K Buy
8,326
+879
+12% +$97.4K 0.34% 67
2024
Q3 		$795K Buy
7,447
+450
+6% +$46.7K 0.3% 73
2024
Q2 		$758K Buy
6,997
+1,397
+25% +$137K 0.3% 75
2024
Q1 		$541K Buy
5,600
+1,549
+38% +$154K 0.23% 84
2023
Q4 		$401K Buy
+4,051
New +$369K 0.17% 97

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
B
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

Carlton Hofferkamp & Jenks Wealth Management's IJS Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8.1% in Q2 2026, buying an estimated $130K and bringing the position to 13,424 shares worth $1.84M. The position accounts for 0.59% of the portfolio, ranked #37.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 516 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 13,424 shares of iShares S&P Small-Cap 600 Value ETF worth $1.84M as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 1,007 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $130K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.59% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.