Cypress Financial Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Cypress Financial Planning’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	$610K	Sell	4,762 -19	-0.4%	-$2.58K	0.16%	54
2026 Q2	$654K	Buy	4,781 +9	+0.2%	+$1.16K	0.16%	55
2026 Q1	$565K	Hold	4,772	–	–	0.16%	59
2025 Q4	$548K	Buy	4,772 +1	+0%	+$112	0.15%	60
2025 Q3	$528K	Sell	4,771 -91	-2%	-$9.7K	0.16%	47
2025 Q2	$484K	Buy	4,862 +1	+0%	+$94	0.16%	46
2025 Q1	$474K	Sell	4,861 -65	-1%	-$6.86K	0.17%	42
2024 Q4	$535K	Buy	4,926 +4	+0.1%	+$443	0.2%	38
2024 Q3	$530K	Sell	4,922 -419	-8%	-$43.5K	0.2%	37
2024 Q2	$520K	Buy	5,341 +1,474	+38%	+$145K	0.21%	37
2024 Q1	$397K	Buy	3,867 +342	+10%	+$33.9K	0.18%	42
2023 Q4	$350K	Sell	3,525 -1,058	-23%	-$96.4K	0.32%	23
2023 Q3	$409K	Sell	4,583 -984	-18%	-$93.7K	0.23%	36
2023 Q2	$533K	Buy	5,567 +340	+7%	+$31.1K	0.3%	31
2023 Q1	$489K	Buy	5,227 +91	+2%	+$8.89K	0.3%	30
2022 Q4	$469K	Buy	5,136 +43	+0.8%	+$3.96K	0.31%	33
2022 Q3	$420K	Buy	5,093 +98	+2%	+$9.07K	0.3%	32
2022 Q2	$445K	Buy	+4,995	New	+$479K	0.31%	33

Other funds holding IJS

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

HFBOT

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

MBI

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

Cypress Financial Planning's IJS Position: Q3 2026 in Review

Cypress Financial Planning reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.4% in Q3 2026, selling an estimated $2.58K and leaving 4,762 shares worth $610K. The position accounts for 0.16% of the portfolio, ranked #54.

Cypress Financial Planning first reported a position in IJS in Q2 2022 and has held it in 18 quarters since. The position peaked at $654K in Q2 2026. 174 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Cypress Financial Planning held 4,762 shares of iShares S&P Small-Cap 600 Value ETF worth $610K as of Q3 2026.
Cypress Financial Planning sold 19 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $2.58K.
iShares S&P Small-Cap 600 Value ETF made up 0.16% of Cypress Financial Planning's portfolio in Q3 2026, its #54 holding.
Cypress Financial Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 18 quarters since.
Cypress Financial Planning's iShares S&P Small-Cap 600 Value ETF position peaked at $654K in Q2 2026.
174 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.