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

HHM 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 Q2	$227K	Hold	1,660	–	–	0.02%	196
2026 Q1	$197K	Hold	1,660	–	–	0.02%	194
2025 Q4	$189K	Hold	1,660	–	–	0.02%	203
2025 Q3	$184K	Hold	1,660	–	–	0.02%	216
2025 Q2	$165K	Hold	1,660	–	–	0.02%	227
2025 Q1	$162K	Hold	1,660	–	–	0.02%	214
2024 Q4	$180K	Hold	1,660	–	–	0.02%	197
2024 Q3	$179K	Hold	1,660	–	–	0.03%	186
2024 Q2	$161K	Hold	1,660	–	–	0.02%	198
2024 Q1	$171K	Hold	1,660	–	–	0.03%	163
2023 Q4	$171K	Hold	1,660	–	–	0.03%	153
2023 Q3	$148K	Sell	1,660 -2,075	-56%	-$198K	0.03%	158
2023 Q2	$355K	Hold	3,735	–	–	0.07%	90
2023 Q1	$350K	Hold	3,735	–	–	0.07%	86
2022 Q4	$341K	Hold	3,735	–	–	0.08%	82
2022 Q3	$308K	Hold	3,735	–	–	0.08%	77
2022 Q2	$333K	Buy	3,735 +2,075	+125%	+$199K	0.09%	82
2022 Q1	$170K	Hold	1,660	–	–	0.04%	158
2021 Q4	$173K	Hold	1,660	–	–	0.04%	152
2021 Q3	$167K	Hold	1,660	–	–	0.05%	149
2021 Q2	$175K	Hold	1,660	–	–	0.05%	150
2021 Q1	$167K	Hold	1,660	–	–	0.05%	131
2020 Q4	$135K	Buy	+1,660	New	+$121K	0.05%	136

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

HHM Wealth Advisors's IJS Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,660 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #196.

HHM Wealth Advisors first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. The position peaked at $355K in Q2 2023. 294 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

HHM Wealth Advisors held 1,660 shares of iShares S&P Small-Cap 600 Value ETF worth $227K as of Q2 2026.
HHM Wealth Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #196 holding.
HHM Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
HHM Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $355K in Q2 2023.
294 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.