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

Connecticut 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 Q3	–	Sell	-1,606	Closed	-$220K	–	347
2026 Q2	$220K	Buy	+1,606	New	+$207K	0.01%	326
2020 Q1	–	Sell	-4,718	Closed	-$379K	–	149
2019 Q4	$379K	Buy	4,718 +190	+4%	+$14.7K	0.04%	121
2019 Q3	$340K	Buy	4,528 +304	+7%	+$22.3K	0.04%	122
2019 Q2	$314K	Buy	+4,224	New	+$313K	0.04%	122

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

Connecticut Wealth Management's IJS Position: Q3 2026 in Review

Connecticut Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026, closing a stake of 1,606 shares — an estimated $220K sold.

Connecticut Wealth Management first reported a position in IJS in Q2 2019 and held it in 4 quarters. The position peaked at $379K in Q4 2019. 278 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Connecticut Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2026 after selling out during the quarter.
Connecticut Wealth Management sold 1,606 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $220K.
Connecticut Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2019 and held it in 4 quarters.
Connecticut Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $379K in Q4 2019.
278 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.