Ferguson Wellman Capital Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Ferguson Wellman Capital 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 Q3	$285K	Buy	2,223 +18	+0.8%	+$2.44K	﹤0.01%	373
2026 Q2	$301K	Hold	2,205	–	–	﹤0.01%	370
2026 Q1	$261K	Buy	+2,205	New	+$266K	﹤0.01%	364
2017 Q4	–	Sell	-3,344	Closed	-$248K	–	357
2017 Q3	$248K	Sell	3,344 -1,082	-24%	-$75.5K	0.01%	304
2017 Q2	$309K	Sell	4,426 -32	-0.7%	-$2.21K	0.01%	280
2017 Q1	$309K	Sell	4,458 -78	-2%	-$5.43K	0.01%	272
2016 Q4	$318K	Sell	4,536 -8	-0.2%	-$524	0.01%	272
2016 Q3	$284K	Buy	+4,544	New	+$279K	0.01%	268

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RFA

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

MBI

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

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Ferguson Wellman Capital Management's IJS Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.82% in Q3 2026, buying an estimated $2.44K and bringing the position to 2,223 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Ferguson Wellman Capital Management first reported a position in IJS in Q3 2016 and has held it in 8 quarters since. The position peaked at $318K in Q4 2016. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Ferguson Wellman Capital Management held 2,223 shares of iShares S&P Small-Cap 600 Value ETF worth $285K as of Q3 2026.
Ferguson Wellman Capital Management bought 18 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $2.44K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #373 holding.
Ferguson Wellman Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2016 and has held it in 8 quarters since.
Ferguson Wellman Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $318K in Q4 2016.
55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.