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

Cyndeo 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 Q3	$800K	Hold	6,246	–	–	0.04%	297
2026 Q2	$854K	Hold	6,246	–	–	0.04%	275
2026 Q1	$740K	Hold	6,246	–	–	0.04%	270
2025 Q4	$710K	Hold	6,246	–	–	0.04%	280
2025 Q3	$691K	Hold	6,246	–	–	0.04%	276
2025 Q2	$621K	Buy	+6,246	New	+$590K	0.04%	283

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

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

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cyndeo Wealth Partners's IJS Position: Q3 2026 in Review

Cyndeo Wealth Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 6,246 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #297.

Cyndeo Wealth Partners first reported a position in IJS in Q2 2025 and has held it in 6 quarters since. The position peaked at $854K in Q2 2026. 203 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Cyndeo Wealth Partners held 6,246 shares of iShares S&P Small-Cap 600 Value ETF worth $800K as of Q3 2026.
Cyndeo Wealth Partners left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #297 holding.
Cyndeo Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 6 quarters since.
Cyndeo Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $854K in Q2 2026.
203 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.