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

Facet Wealth Inc’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	$268K	Buy	2,096 +109	+5%	+$14.8K	﹤0.01%	376
2026 Q2	$272K	Sell	1,987 -19	-0.9%	-$2.45K	﹤0.01%	327
2026 Q1	$238K	Sell	2,006 -416	-17%	-$50.3K	﹤0.01%	303
2025 Q4	$292K	Buy	2,422 +389	+19%	+$43.6K	0.01%	223
2025 Q3	$225K	Buy	2,033 +20	+1%	+$2.12K	﹤0.01%	201
2025 Q2	$203K	Buy	+2,013	New	+$190K	﹤0.01%	172

Other funds holding IJS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Facet Wealth Inc's IJS Position: Q3 2026 in Review

Facet Wealth Inc increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.5% in Q3 2026, buying an estimated $14.8K and bringing the position to 2,096 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Facet Wealth Inc first reported a position in IJS in Q2 2025 and has held it in 6 quarters since. The position peaked at $292K in Q4 2025. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Facet Wealth Inc held 2,096 shares of iShares S&P Small-Cap 600 Value ETF worth $268K as of Q3 2026.
Facet Wealth Inc bought 109 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $14.8K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #376 holding.
Facet Wealth Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 6 quarters since.
Facet Wealth Inc's iShares S&P Small-Cap 600 Value ETF position peaked at $292K in Q4 2025.
793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.