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CGC Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

CGC Financial Services’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 		$259K Buy
1,893
+289
+18% +$37.3K 0.06% 60
2026
Q1 		$190K Buy
1,604
+10
+0.6% +$1.21K 0.05% 63
2025
Q4 		$181K Buy
1,594
+285
+22% +$31.9K 0.05% 69
2025
Q3 		$145K Sell
1,309
-762
-37% -$80.9K 0.04% 77
2025
Q2 		$206K Sell
2,071
-55
-3% -$5.19K 0.07% 58
2025
Q1 		$207K Sell
2,126
-147
-6% -$15.5K 0.08% 53
2024
Q4 		$247K Sell
2,273
-326
-13% -$36.1K 0.1% 48
2024
Q3 		$280K Buy
2,599
+134
+5% +$13.9K 0.11% 44
2024
Q2 		$240K Sell
2,465
-2,623
-52% -$258K 0.1% 43
2024
Q1 		$523K Buy
5,088
+334
+7% +$33.1K 0.27% 25
2023
Q4 		$490K Buy
4,754
+330
+7% +$30.1K 0.22% 31
2023
Q3 		$395K Buy
4,424
+111
+3% +$10.6K 0.28% 27
2023
Q2 		$410K Buy
+4,313
New +$394K 0.27% 27

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
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGC Financial Services's IJS Position: Q2 2026 in Review

CGC Financial Services increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 18% in Q2 2026, buying an estimated $37.3K and bringing the position to 1,893 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #60.

CGC Financial Services first reported a position in IJS in Q2 2023 and has held it in 13 quarters since. The position peaked at $523K in Q1 2024. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • CGC Financial Services held 1,893 shares of iShares S&P Small-Cap 600 Value ETF worth $259K as of Q2 2026.
  • CGC Financial Services bought 289 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $37.3K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.06% of CGC Financial Services's portfolio in Q2 2026, its #60 holding.
  • CGC Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $523K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.