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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
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

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

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

Cyndeo Wealth Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 6,246 shares worth $854K. The position accounts for 0.04% of the portfolio, ranked #275.

Cyndeo Wealth Partners first reported a position in IJS in Q2 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Cyndeo Wealth Partners held 6,246 shares of iShares S&P Small-Cap 600 Value ETF worth $854K as of Q2 2026.
  • Cyndeo Wealth Partners left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #275 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 5 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.