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

Corepath Wealth Partners’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 		$202K Sell
1,526
-202
-12% -$26.1K 0.13% 45
2026
Q1 		$211K Sell
1,728
-102
-6% -$12.3K 0.14% 40
2025
Q4 		$220K Sell
1,830
-1,103
-38% -$124K 0.15% 38
2025
Q3 		$328K Sell
2,933
-16,222
-85% -$1.72M 0.24% 30
2025
Q2 		$1.99M Sell
19,155
-824
-4% -$77.8K 1.68% 13
2025
Q1 		$1.77M Sell
19,979
-420
-2% -$44.3K 1.69% 13
2024
Q4 		$2.2M Buy
20,399
+653
+3% +$72.4K 2.15% 11
2024
Q3 		$2.12M Sell
19,746
-30
-0.2% -$3.12K 2.06% 11
2024
Q2 		$1.91M Sell
19,776
-1,118
-5% -$110K 2.01% 12
2024
Q1 		$2.04M Sell
20,894
-24,074
-54% -$2.39M 2.26% 11
2023
Q4 		$4.47M Buy
44,968
+347
+0.8% +$31.6K 2.49% 10
2023
Q3 		$3.82M Buy
44,621
+1,462
+3% +$139K 2.3% 10
2023
Q2 		$4.2M Sell
43,159
-5,974
-12% -$546K 2.47% 10
2023
Q1 		$4.52M Buy
49,133
+828
+2% +$80.9K 2.84% 11
2022
Q4 		$4.56M Buy
48,305
+577
+1% +$53.1K 3.04% 11
2022
Q3 		$4.18M Buy
47,728
+663
+1% +$61.3K 3.1% 12
2022
Q2 		$4.11M Buy
47,065
+134
+0.3% +$12.8K 3.04% 11
2022
Q1 		$4.67M Buy
46,931
+754
+2% +$76.9K 3.25% 11
2021
Q4 		$4.87M Buy
46,177
+832
+2% +$87.2K 3.48% 10
2021
Q3 		$4.68M Buy
45,345
+92
+0.2% +$9.29K 3.6% 11
2021
Q2 		$4.61M Buy
45,253
+1,990
+5% +$208K 3.56% 11
2021
Q1 		$4.38M Buy
43,263
+2,462
+6% +$233K 3.86% 10
2020
Q4 		$3.32M Buy
+40,801
New +$2.97M 3.46% 11

Other funds holding IJS

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
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
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

Corepath Wealth Partners's IJS Position: Q2 2026 in Review

Corepath Wealth Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 12% in Q2 2026, selling an estimated $26.1K and leaving 1,526 shares worth $202K. The position accounts for 0.13% of the portfolio, ranked #45.

Corepath Wealth Partners first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.87M in Q4 2021. 228 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Corepath Wealth Partners held 1,526 shares of iShares S&P Small-Cap 600 Value ETF worth $202K as of Q2 2026.
  • Corepath Wealth Partners sold 202 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $26.1K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.13% of Corepath Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Corepath Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Corepath Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $4.87M in Q4 2021.
  • 228 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.