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

Cordatus 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	$10.1M	Buy	78,907 +72,343	+1,102%	+$9.8M	2.24%	8
2026 Q2	$897K	Sell	6,564 -73,546	-92%	-$9.49M	0.2%	90
2026 Q1	$9.49M	Buy	80,110 +1,886	+2%	+$228K	2.26%	9
2025 Q4	$8.9M	Sell	78,224 -182	-0.2%	-$20.4K	2.06%	9
2025 Q3	$8.67M	Buy	+78,406	New	+$8.33M	2.04%	9
2025 Q1	–	Sell	-71,776	Closed	-$7.8M	–	155
2024 Q4	$7.8M	Buy	71,776 +797	+1%	+$88.3K	2.06%	10
2024 Q3	$7.64M	Buy	+70,979	New	+$7.37M	2.75%	6

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

Cordatus Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1,102% in Q3 2026, buying an estimated $9.8M and bringing the position to 78,907 shares worth $10.1M. The position accounts for 2.24% of the portfolio, ranked #8.

Cordatus Wealth Management first reported a position in IJS in Q3 2024 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Cordatus Wealth Management held 78,907 shares of iShares S&P Small-Cap 600 Value ETF worth $10.1M as of Q3 2026.
Cordatus Wealth Management bought 72,343 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $9.8M.
iShares S&P Small-Cap 600 Value ETF made up 2.24% of Cordatus Wealth Management's portfolio in Q3 2026, its #8 holding.
Cordatus Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 7 quarters since.
249 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Cordatus Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.