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 Q3	$161K	Buy	1,259 +5	+0.4%	+$679	0.11%	64
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%	-$22K	0.14%	62
2024 Q4	$183K	Buy	+1,685	New	+$187K	0.15%	51

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

Financial Life Planners's IJS Position: Q3 2026 in Review

Financial Life Planners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.4% in Q3 2026, buying an estimated $679 and bringing the position to 1,259 shares worth $161K. The position accounts for 0.11% of the portfolio, ranked #64.

Financial Life Planners first reported a position in IJS in Q4 2024 and has held it in 6 quarters since. The position peaked at $183K in Q4 2024. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Financial Life Planners held 1,259 shares of iShares S&P Small-Cap 600 Value ETF worth $161K as of Q3 2026.
Financial Life Planners bought 5 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $679.
iShares S&P Small-Cap 600 Value ETF made up 0.11% of Financial Life Planners's portfolio in Q3 2026, its #64 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 6 quarters since.
Financial Life Planners's iShares S&P Small-Cap 600 Value ETF position peaked at $183K in Q4 2024.
793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Financial Life Planners's 13F filing for Q3 2026, filed 10 Nov 2026.