CX Institutional’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

CX Institutional’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	$15K	Sell	118 -84	-42%	-$11.4K	﹤0.01%	1280
2026 Q2	$28K	Buy	202 +1	+0.5%	+$129	﹤0.01%	1092
2026 Q1	$24K	Hold	201	–	–	﹤0.01%	1093
2025 Q4	$23K	Sell	201 -167	-45%	-$18.7K	﹤0.01%	1091
2025 Q3	$41K	Buy	368 +169	+85%	+$17.9K	﹤0.01%	973
2025 Q2	$20K	Buy	199 +53	+36%	+$5K	﹤0.01%	961
2025 Q1	$14K	Buy	+146	New	+$15.4K	﹤0.01%	981
2022 Q3	–	Sell	-7,915	Closed	-$705K	–	788
2022 Q2	$705K	Buy	+7,915	New	+$759K	0.05%	268
2020 Q2	–	Sell	-30	Closed	-$1K	–	861
2020 Q1	$1K	Buy	+30	New	+$2.08K	﹤0.01%	722

Other funds holding IJS

HWA

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

FFA

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

RFA

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

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

CX Institutional's IJS Position: Q3 2026 in Review

CX Institutional reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 42% in Q3 2026, selling an estimated $11.4K and leaving 118 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

CX Institutional first reported a position in IJS in Q1 2020 and has held it in 9 quarters since. The position peaked at $705K in Q2 2022. 57 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

CX Institutional held 118 shares of iShares S&P Small-Cap 600 Value ETF worth $15K as of Q3 2026.
CX Institutional sold 84 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $11.4K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1280 holding.
CX Institutional first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 9 quarters since.
CX Institutional's iShares S&P Small-Cap 600 Value ETF position peaked at $705K in Q2 2022.
57 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.