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

Independence Financial 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
Q3 		$7.55M Buy
58,951
+4,723
+9% +$641K 1.9% 16
2026
Q2 		$7.41M Buy
+54,228
New +$7M 1.92% 17

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
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
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

Independence Financial Advisors's IJS Position: Q3 2026 in Review

Independence Financial Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8.7% in Q3 2026, buying an estimated $641K and bringing the position to 58,951 shares worth $7.55M. The position accounts for 1.9% of the portfolio, ranked #16.

Independence Financial Advisors first reported a position in IJS in Q2 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Independence Financial Advisors held 58,951 shares of iShares S&P Small-Cap 600 Value ETF worth $7.55M as of Q3 2026.
  • Independence Financial Advisors bought 4,723 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $641K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.9% of Independence Financial Advisors's portfolio in Q3 2026, its #16 holding.
  • Independence Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Independence Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.