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

DiNuzzo Private Wealth’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 		$15K Hold
110
– – ﹤0.01% 237
2026
Q1 		$13K Hold
110
– – ﹤0.01% 242
2025
Q4 		$12.5K Hold
110
– – ﹤0.01% 246
2025
Q3 		$12.1K Hold
110
– – ﹤0.01% 242
2025
Q2 		$10.9K Hold
110
– – ﹤0.01% 250
2025
Q1 		$10.7K Buy
+110
New +$11.6K ﹤0.01% 244

Other funds holding IJS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DiNuzzo Private Wealth's IJS Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 110 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

DiNuzzo Private Wealth first reported a position in IJS in Q1 2025 and has held it in 6 quarters since. 379 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • DiNuzzo Private Wealth held 110 shares of iShares S&P Small-Cap 600 Value ETF worth $15K as of Q2 2026.
  • DiNuzzo Private Wealth 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 ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #237 holding.
  • DiNuzzo Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.