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

Elevation Wealth Partners’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	$1.66M	Buy	12,125 +47	+0.4%	+$6.06K	0.5%	37
2026 Q1	$1.43M	Buy	12,078 +20	+0.2%	+$2.42K	0.51%	37
2025 Q4	$1.37M	Buy	12,058 +54	+0.4%	+$6.05K	0.49%	38
2025 Q3	$1.33M	Buy	12,004 +52	+0.4%	+$5.52K	0.48%	39
2025 Q2	$1.19M	Buy	11,952 +6,216	+108%	+$587K	0.47%	40
2025 Q1	$559K	Buy	5,736 +19	+0.3%	+$2K	0.24%	62
2024 Q4	$621K	Buy	5,717 +25	+0.4%	+$2.77K	0.26%	55
2024 Q3	$613K	Buy	5,692 +26	+0.5%	+$2.7K	0.26%	58
2024 Q2	$551K	Buy	5,666 +25	+0.4%	+$2.46K	0.26%	60
2024 Q1	$580K	Buy	5,641 +59	+1%	+$5.86K	0.29%	58
2023 Q4	$498K	Hold	5,582	–	–	0.3%	59
2023 Q3	$498K	Buy	5,582 +1,441	+35%	+$137K	0.43%	30
2023 Q2	$394K	Buy	4,141 +14	+0.3%	+$1.28K	0.33%	41
2023 Q1	$386K	Buy	+4,127	New	+$403K	0.35%	40

Other funds holding IJS

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

Elevation Wealth Partners's IJS Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.39% in Q2 2026, buying an estimated $6.06K and bringing the position to 12,125 shares worth $1.66M. The position accounts for 0.5% of the portfolio, ranked #37.

Elevation Wealth Partners first reported a position in IJS in Q1 2023 and has held it in 14 quarters since. 351 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Elevation Wealth Partners held 12,125 shares of iShares S&P Small-Cap 600 Value ETF worth $1.66M as of Q2 2026.
Elevation Wealth Partners bought 47 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $6.06K.
iShares S&P Small-Cap 600 Value ETF made up 0.5% of Elevation Wealth Partners's portfolio in Q2 2026, its #37 holding.
Elevation Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 14 quarters since.
351 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.