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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
Q3 		$1.66M Buy
12,961
+850
+7% +$115K 0.37% 39
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% +$100K 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

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Intergy Private Wealth's IJS Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7% in Q3 2026, buying an estimated $115K and bringing the position to 12,961 shares worth $1.66M. The position accounts for 0.37% of the portfolio, ranked #39.

Intergy Private Wealth first reported a position in IJS in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.52M in Q1 2023. 198 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Intergy Private Wealth held 12,961 shares of iShares S&P Small-Cap 600 Value ETF worth $1.66M as of Q3 2026.
  • Intergy Private Wealth bought 850 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $115K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.37% of Intergy Private Wealth's portfolio in Q3 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 20 quarters since.
  • Intergy Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $4.52M in Q1 2023.
  • 198 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.