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

Financial Planning Hawaii’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 		$228K Buy
+1,670
New +$215K 0.12% 126

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Financial Planning Hawaii's IJS Position: Q2 2026 in Review

Financial Planning Hawaii opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,670 shares worth $228K. The stake represents 0.12% of the portfolio and ranks #126 among its holdings.

580 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Financial Planning Hawaii held 1,670 shares of iShares S&P Small-Cap 600 Value ETF worth $228K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Financial Planning Hawaii position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.12% of Financial Planning Hawaii's portfolio in Q2 2026, its #126 holding.
  • 580 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.