IPW
IJS icon

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

Intergy Private 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
Q2 		$1.66M Buy
12,111
+1,939
+19% +$250K 0.38% 39
2026
Q1 		$1.2M Sell
10,172
-147
-1% -$17.8K 0.35% 42
2025
Q4 		$1.17M Buy
10,319
+317
+3% +$35.5K 0.35% 45
2025
Q3 		$1.11M Buy
10,002
+516
+5% +$54.8K 0.35% 46
2025
Q2 		$944K Buy
9,486
+430
+5% +$40.6K 0.32% 45
2025
Q1 		$883K Buy
9,056
+181
+2% +$19.1K 0.34% 45
2024
Q4 		$964K Buy
8,875
+166
+2% +$18.4K 0.36% 43
2024
Q3 		$938K Buy
8,709
+381
+5% +$39.6K 0.36% 46
2024
Q2 		$810K Buy
8,328
+387
+5% +$38K 0.33% 45
2024
Q1 		$816K Sell
7,941
-89
-1% -$8.83K 0.34% 47
2023
Q4 		$828K Sell
8,030
-513
-6% -$46.7K 0.36% 41
2023
Q3 		$762K Sell
8,543
-12,322
-59% -$1.17M 0.38% 39
2023
Q2 		$1.98M Sell
20,865
-27,485
-57% -$2.51M 0.97% 25
2023
Q1 		$4.52M Buy
48,350
+1,542
+3% +$151K 2.53% 12
2022
Q4 		$4.27M Buy
46,808
+5,592
+14% +$515K 2.67% 11
2022
Q3 		$3.4M Buy
41,216
+1,076
+3% +$99.6K 2.41% 14
2022
Q2 		$3.57M Buy
40,140
+4,709
+13% +$452K 2.82% 9
2022
Q1 		$3.63M Buy
35,431
+21,530
+155% +$2.19M 2.53% 10
2021
Q4 		$1.45M Buy
+13,901
New +$1.46M 1.14% 23

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

Intergy Private Wealth's IJS Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 19% in Q2 2026, buying an estimated $250K and bringing the position to 12,111 shares worth $1.66M. The position accounts for 0.38% of the portfolio, ranked #39.

Intergy Private Wealth first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.52M in Q1 2023. 185 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Intergy Private Wealth held 12,111 shares of iShares S&P Small-Cap 600 Value ETF worth $1.66M as of Q2 2026.
  • Intergy Private Wealth bought 1,939 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $250K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.38% of Intergy Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Intergy Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Intergy Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $4.52M in Q1 2023.
  • 185 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.