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

Evermay Wealth 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 Q2	$40K	Hold	293	–	–	﹤0.01%	377
2026 Q1	$34.7K	Hold	293	–	–	﹤0.01%	345
2025 Q4	$33.3K	Hold	293	–	–	﹤0.01%	348
2025 Q3	$32.4K	Hold	293	–	–	﹤0.01%	351
2025 Q2	$29.2K	Sell	293 -11	-4%	-$1.04K	﹤0.01%	360
2025 Q1	$29.6K	Hold	304	–	–	﹤0.01%	361
2024 Q4	$33K	Hold	304	–	–	0.01%	351
2024 Q3	$32.7K	Sell	304 -12	-4%	-$1.25K	0.01%	366
2024 Q2	$30.7K	Buy	316 +12	+4%	+$1.18K	﹤0.01%	381
2024 Q1	$31.2K	Hold	304	–	–	﹤0.01%	388
2023 Q4	$31.3K	Hold	304	–	–	0.01%	362
2023 Q3	$27.1K	Hold	304	–	–	0.01%	357
2023 Q2	$28.9K	Hold	304	–	–	0.01%	353
2023 Q1	$28.5K	Hold	304	–	–	0.01%	344
2022 Q4	$27.8K	Hold	304	–	–	0.01%	344
2022 Q3	$25K	Hold	304	–	–	0.01%	327
2022 Q2	$27K	Hold	304	–	–	0.01%	322
2022 Q1	$31K	Buy	+304	New	+$31K	0.01%	337

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

Evermay Wealth Management's IJS Position: Q2 2026 in Review

Evermay Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 293 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Evermay Wealth Management first reported a position in IJS in Q1 2022 and has held it in 18 quarters since. 343 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Evermay Wealth Management held 293 shares of iShares S&P Small-Cap 600 Value ETF worth $40K as of Q2 2026.
Evermay Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #377 holding.
Evermay Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 18 quarters since.
343 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.