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Green Ridge Wealth Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Green Ridge Wealth Planning’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 		$327K Hold
2,554
– – 0.13% 66
2026
Q2 		$349K Hold
2,554
– – 0.15% 63
2026
Q1 		$303K Hold
2,554
– – 0.16% 59
2025
Q4 		$290K Buy
+2,554
New +$286K 0.15% 62

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Green Ridge Wealth Planning's IJS Position: Q3 2026 in Review

Green Ridge Wealth Planning held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 2,554 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #66.

Green Ridge Wealth Planning first reported a position in IJS in Q4 2025 and has held it in 4 quarters since. The position peaked at $349K in Q2 2026. 47 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Green Ridge Wealth Planning held 2,554 shares of iShares S&P Small-Cap 600 Value ETF worth $327K as of Q3 2026.
  • Green Ridge Wealth Planning left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.13% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #66 holding.
  • Green Ridge Wealth Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's iShares S&P Small-Cap 600 Value ETF position peaked at $349K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.