Founders Grove Wealth Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Founders Grove Wealth Partners’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	$627K	Sell	4,898 -212	-4%	-$28.8K	0.12%	102
2026 Q2	$698K	Sell	5,110 -387	-7%	-$49.9K	0.14%	98
2026 Q1	$651K	Sell	5,497 -80	-1%	-$9.7K	0.15%	88
2025 Q4	$634K	Sell	5,577 -265	-5%	-$29.7K	0.14%	89
2025 Q3	$646K	Buy	5,842 +2,083	+55%	+$221K	0.15%	89
2025 Q2	$374K	Sell	3,759 -711	-16%	-$67.1K	0.09%	105
2025 Q1	$436K	Buy	4,470 +231	+5%	+$24.4K	0.12%	91
2024 Q4	$460K	Buy	+4,239	New	+$470K	0.13%	88

Other funds holding IJS

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

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

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Founders Grove Wealth Partners's IJS Position: Q3 2026 in Review

Founders Grove Wealth Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.1% in Q3 2026, selling an estimated $28.8K and leaving 4,898 shares worth $627K. The position accounts for 0.12% of the portfolio, ranked #102.

Founders Grove Wealth Partners first reported a position in IJS in Q4 2024 and has held it in 8 quarters since. The position peaked at $698K in Q2 2026. 369 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Founders Grove Wealth Partners held 4,898 shares of iShares S&P Small-Cap 600 Value ETF worth $627K as of Q3 2026.
Founders Grove Wealth Partners sold 212 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $28.8K.
iShares S&P Small-Cap 600 Value ETF made up 0.12% of Founders Grove Wealth Partners's portfolio in Q3 2026, its #102 holding.
Founders Grove Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 8 quarters since.
Founders Grove Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $698K in Q2 2026.
369 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.