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 Q3	$1.56M	Buy	12,174 +49	+0.4%	+$6.65K	0.44%	40
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Elevation Wealth Partners's IJS Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.4% in Q3 2026, buying an estimated $6.65K and bringing the position to 12,174 shares worth $1.56M. The position accounts for 0.44% of the portfolio, ranked #40.

Elevation Wealth Partners first reported a position in IJS in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.66M in Q2 2026. 324 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Elevation Wealth Partners held 12,174 shares of iShares S&P Small-Cap 600 Value ETF worth $1.56M as of Q3 2026.
Elevation Wealth Partners bought 49 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $6.65K.
iShares S&P Small-Cap 600 Value ETF made up 0.44% of Elevation Wealth Partners's portfolio in Q3 2026, its #40 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 15 quarters since.
Elevation Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $1.66M in Q2 2026.
324 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.