Dynamic Advisor Solutions
IJS icon

Dynamic Advisor Solutions’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Dynamic Advisor Solutions’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 		$367K Buy
2,867
+2
+0.1% +$271 0.01% 767
2026
Q2 		$392K Sell
2,865
-23
-0.8% -$2.97K 0.01% 759
2026
Q1 		$342K Sell
2,888
-740
-20% -$89.4K 0.01% 765
2025
Q4 		$413K Sell
3,628
-212
-6% -$23.8K 0.01% 676
2025
Q3 		$425K Sell
3,840
-281
-7% -$29.8K 0.01% 679
2025
Q2 		$410K Sell
4,121
-102
-2% -$9.6K 0.01% 649
2025
Q1 		$412K Sell
4,223
-212
-5% -$22.4K 0.01% 628
2024
Q4 		$482K Sell
4,435
-752
-14% -$83.4K 0.02% 439
2024
Q3 		$558K Sell
5,187
-1,396
-21% -$145K 0.02% 595
2024
Q2 		$640K Sell
6,583
-105
-2% -$10.3K 0.02% 565
2024
Q1 		$687K Sell
6,688
-95
-1% -$9.43K 0.02% 523
2023
Q4 		$675K Buy
6,783
+3,250
+92% +$296K 0.03% 505
2023
Q3 		$315K Sell
3,533
-839
-19% -$79.9K 0.01% 644
2023
Q2 		$416K Sell
4,372
-1,814
-29% -$166K 0.02% 545
2023
Q1 		$579K Buy
+6,186
New +$604K 0.03% 440
2022
Q1 		– Sell
-2,638
Closed -$276K – 753
2021
Q4 		$276K Buy
+2,638
New +$277K 0.02% 592
2020
Q1 		– Sell
-3,662
Closed -$294K – 546
2019
Q4 		$294K Sell
3,662
-318
-8% -$24.6K 0.04% 414
2019
Q3 		$299K Buy
3,980
+110
+3% +$8.08K 0.05% 377
2019
Q2 		$288K Buy
+3,870
New +$287K 0.05% 369

Other funds holding IJS

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Farther Finance Advisors
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's IJS Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.07% in Q3 2026, buying an estimated $271 and bringing the position to 2,867 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #767.

Dynamic Advisor Solutions first reported a position in IJS in Q2 2019 and has held it in 19 quarters since. The position peaked at $687K in Q1 2024. 184 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Dynamic Advisor Solutions held 2,867 shares of iShares S&P Small-Cap 600 Value ETF worth $367K as of Q3 2026.
  • Dynamic Advisor Solutions bought 2 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $271.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #767 holding.
  • Dynamic Advisor Solutions first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2019 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's iShares S&P Small-Cap 600 Value ETF position peaked at $687K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.