Financial Life Planners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Financial Life Planners’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	$171K	Buy	1,254 +5	+0.4%	+$645	0.11%	69
2026 Q1	$148K	Buy	+1,249	New	+$151K	0.11%	67
2025 Q4	–	Sell	-1,241	Closed	-$137K	–	177
2025 Q3	$137K	Buy	+1,241	New	+$132K	0.09%	75
2025 Q2	–	Sell	-1,476	Closed	-$144K	–	66
2025 Q1	$144K	Sell	1,476 -209	-12%	-$22.1K	0.14%	62
2024 Q4	$183K	Buy	+1,685	New	+$187K	0.15%	51

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Life Planners's IJS Position: Q2 2026 in Review

Financial Life Planners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.4% in Q2 2026, buying an estimated $645 and bringing the position to 1,254 shares worth $171K. The position accounts for 0.11% of the portfolio, ranked #69.

Financial Life Planners first reported a position in IJS in Q4 2024 and has held it in 5 quarters since. The position peaked at $183K in Q4 2024. 423 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Financial Life Planners held 1,254 shares of iShares S&P Small-Cap 600 Value ETF worth $171K as of Q2 2026.
Financial Life Planners bought 5 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $645.
iShares S&P Small-Cap 600 Value ETF made up 0.11% of Financial Life Planners's portfolio in Q2 2026, its #69 holding.
Financial Life Planners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's iShares S&P Small-Cap 600 Value ETF position peaked at $183K in Q4 2024.
423 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.