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 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%	-$9.66K	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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Financial Planning's IJS Position: Q2 2026 in Review

Cypress Financial Planning increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.19% in Q2 2026, buying an estimated $1.16K and bringing the position to 4,781 shares worth $654K. The position accounts for 0.16% of the portfolio, ranked #55.

Cypress Financial Planning first reported a position in IJS in Q2 2022 and has held it in 17 quarters since. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Cypress Financial Planning held 4,781 shares of iShares S&P Small-Cap 600 Value ETF worth $654K as of Q2 2026.
Cypress Financial Planning bought 9 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.16K.
iShares S&P Small-Cap 600 Value ETF made up 0.16% of Cypress Financial Planning's portfolio in Q2 2026, its #55 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 17 quarters since.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.