Heritage Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Heritage Wealth Advisors’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 Q1	$743K	Hold	6,270	–	–	0.03%	105
2025 Q4	$713K	Hold	6,270	–	–	0.03%	125
2025 Q3	$693K	Hold	6,270	–	–	0.03%	108
2025 Q2	$624K	Hold	6,270	–	–	0.03%	113
2025 Q1	$611K	Hold	6,270	–	–	0.03%	112
2024 Q4	$681K	Hold	6,270	–	–	0.03%	112
2024 Q3	$675K	Hold	6,270	–	–	0.03%	116
2024 Q2	$610K	Hold	6,270	–	–	0.03%	122
2024 Q1	$644K	Hold	6,270	–	–	0.03%	128
2023 Q4	$646K	Hold	6,270	–	–	0.03%	123
2023 Q3	$559K	Hold	6,270	–	–	0.03%	125
2023 Q2	$596K	Hold	6,270	–	–	0.03%	118
2023 Q1	$587K	Hold	6,270	–	–	0.03%	116
2022 Q4	$573K	Hold	6,270	–	–	0.03%	120
2022 Q3	$517K	Hold	6,270	–	–	0.04%	118
2022 Q2	$558K	Buy	6,270 +600	+11%	+$57.5K	0.04%	119
2022 Q1	$581K	Buy	+5,670	New	+$578K	0.03%	123

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Heritage Wealth Advisors's IJS Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 6,270 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #105.

Heritage Wealth Advisors first reported a position in IJS in Q1 2022 and has held it in 17 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Heritage Wealth Advisors held 6,270 shares of iShares S&P Small-Cap 600 Value ETF worth $743K as of Q1 2026.
Heritage Wealth Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #105 holding.
Heritage Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 17 quarters since.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.