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 Q3	$14.1K	Hold	110	–	–	﹤0.01%	249
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

DiNuzzo Private Wealth's IJS Position: Q3 2026 in Review

DiNuzzo Private Wealth held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 110 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

DiNuzzo Private Wealth first reported a position in IJS in Q1 2025 and has held it in 7 quarters since. The position peaked at $15K in Q2 2026. 349 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

DiNuzzo Private Wealth held 110 shares of iShares S&P Small-Cap 600 Value ETF worth $14.1K as of Q3 2026.
DiNuzzo Private Wealth 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 ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #249 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 7 quarters since.
DiNuzzo Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $15K in Q2 2026.
349 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

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