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

Essential 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	$54.3K	Hold	424	–	–	0.02%	589
2026 Q2	$58K	Hold	424	–	–	0.03%	573
2026 Q1	$50.2K	Hold	424	–	–	0.02%	603
2025 Q4	$48.2K	Hold	424	–	–	0.01%	613
2025 Q3	$46.9K	Hold	424	–	–	0.02%	608
2025 Q2	$42.2K	Buy	+424	New	+$40K	0.02%	513

Other funds holding IJS

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Essential Partners's IJS Position: Q3 2026 in Review

Essential Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 424 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #589.

Essential Partners first reported a position in IJS in Q2 2025 and has held it in 6 quarters since. The position peaked at $58K in Q2 2026. 157 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Essential Partners held 424 shares of iShares S&P Small-Cap 600 Value ETF worth $54.3K as of Q3 2026.
Essential Partners 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 0.02% of Essential Partners's portfolio in Q3 2026, its #589 holding.
Essential Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $58K in Q2 2026.
157 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.