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Diversified Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Diversified Management’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 		$888K Buy
6,933
+29
+0.4% +$3.94K 0.16% 121
2026
Q2 		$944K Buy
6,904
+28
+0.4% +$3.61K 0.2% 61
2026
Q1 		$814K Buy
6,876
+12
+0.2% +$1.45K 0.14% 141
2025
Q4 		$781K Buy
+6,864
New +$769K 0.18% 72

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Diversified Management's IJS Position: Q3 2026 in Review

Diversified Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.42% in Q3 2026, buying an estimated $3.94K and bringing the position to 6,933 shares worth $888K. The position accounts for 0.16% of the portfolio, ranked #121.

Diversified Management first reported a position in IJS in Q4 2025 and has held it in 4 quarters since. The position peaked at $944K in Q2 2026. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Diversified Management held 6,933 shares of iShares S&P Small-Cap 600 Value ETF worth $888K as of Q3 2026.
  • Diversified Management bought 29 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $3.94K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.16% of Diversified Management's portfolio in Q3 2026, its #121 holding.
  • Diversified Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's iShares S&P Small-Cap 600 Value ETF position peaked at $944K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.