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

Holos Integrated Wealth’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	$24.1K	Buy	+188	New	+$25.5K	0.01%	208

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

Holos Integrated Wealth's IJS Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026: 188 shares worth $24.1K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings.

278 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Holos Integrated Wealth held 188 shares of iShares S&P Small-Cap 600 Value ETF worth $24.1K as of Q3 2026.
iShares S&P Small-Cap 600 Value ETF was a new Holos Integrated Wealth position in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #208 holding.
278 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.