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

Fiduciary Alliance’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	$202K	Buy	1,576 +6	+0.4%	+$814	0.02%	488
2026 Q2	$215K	Buy	+1,570	New	+$203K	0.01%	510
2023 Q3	–	Sell	-1,473	Closed	-$140K	–	526
2023 Q2	$140K	Buy	+1,473	New	+$135K	0.03%	175
2023 Q1	–	Sell	-1,461	Closed	-$133K	–	468
2022 Q4	$133K	Buy	+1,461	New	+$135K	0.03%	148

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

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

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 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

Fiduciary Alliance's IJS Position: Q3 2026 in Review

Fiduciary Alliance increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.38% in Q3 2026, buying an estimated $814 and bringing the position to 1,576 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #488.

Fiduciary Alliance first reported a position in IJS in Q4 2022 and has held it in 4 quarters since. The position peaked at $215K in Q2 2026. 207 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Fiduciary Alliance held 1,576 shares of iShares S&P Small-Cap 600 Value ETF worth $202K as of Q3 2026.
Fiduciary Alliance bought 6 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $814.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #488 holding.
Fiduciary Alliance first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 4 quarters since.
Fiduciary Alliance's iShares S&P Small-Cap 600 Value ETF position peaked at $215K in Q2 2026.
207 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.