CFFP
IJS icon

Center for Financial Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Center for Financial Planning’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 		$834K Hold
6,102
– – 0.08% 84
2026
Q1 		$723K Hold
6,102
– – 0.08% 88
2025
Q4 		$694K Hold
6,102
– – 0.07% 87
2025
Q3 		$675K Sell
6,102
-140
-2% -$14.9K 0.07% 85
2025
Q2 		$621K Hold
6,242
– – 0.07% 88
2025
Q1 		$608K Hold
6,242
– – 0.08% 88
2024
Q4 		$678K Sell
6,242
-330
-5% -$36.6K 0.09% 75
2024
Q3 		$708K Hold
6,572
– – 0.1% 73
2024
Q2 		$639K Hold
6,572
– – 0.09% 79
2024
Q1 		$675K Hold
6,572
– – 0.1% 73
2023
Q4 		$677K Buy
6,572
+815
+14% +$74.3K 0.12% 68
2023
Q3 		$514K Hold
5,757
– – 0.11% 75
2023
Q2 		$547K Hold
5,757
– – 0.11% 75
2023
Q1 		$539K Hold
5,757
– – 0.12% 74
2022
Q4 		$526K Sell
5,757
-655
-10% -$60.3K 0.13% 72
2022
Q3 		$529K Buy
6,412
+435
+7% +$40.3K 0.14% 71
2022
Q2 		$532K Hold
5,977
– – 0.14% 73
2022
Q1 		$612K Hold
5,977
– – 0.13% 74
2021
Q4 		$625K Sell
5,977
-55
-0.9% -$5.76K 0.13% 73
2021
Q3 		$607K Hold
6,032
– – 0.15% 68
2021
Q2 		$636K Sell
6,032
-274
-4% -$28.6K 0.16% 72
2021
Q1 		$635K Hold
6,306
– – 0.17% 68
2020
Q4 		$513K Hold
6,306
– – 0.15% 71
2020
Q3 		$386K Hold
6,306
– – 0.12% 76
2020
Q2 		$380K Sell
6,306
-10,158
-62% -$569K 0.13% 72
2020
Q1 		$823K Buy
+16,464
New +$1.14M 0.28% 41

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Center for Financial Planning's IJS Position: Q2 2026 in Review

Center for Financial Planning held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 6,102 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #84.

Center for Financial Planning first reported a position in IJS in Q1 2020 and has held it in 26 quarters since. 558 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Center for Financial Planning held 6,102 shares of iShares S&P Small-Cap 600 Value ETF worth $834K as of Q2 2026.
  • Center for Financial Planning 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 0.08% of Center for Financial Planning's portfolio in Q2 2026, its #84 holding.
  • Center for Financial Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.