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

Jeppson Wealth Management’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	$256K	Hold	2,000	–	–	0.07%	206
2026 Q2	$273K	Hold	2,000	–	–	0.08%	201
2026 Q1	$237K	Hold	2,000	–	–	0.07%	204
2025 Q4	$227K	Hold	2,000	–	–	0.07%	201
2025 Q3	$221K	Buy	+2,000	New	+$212K	0.07%	199
2025 Q1	–	Sell	-2,000	Closed	-$217K	–	212
2024 Q4	$217K	Hold	2,000	–	–	0.08%	185
2024 Q3	$215K	Buy	+2,000	New	+$208K	0.08%	190
2024 Q2	–	Sell	-2,000	Closed	-$206K	–	209
2024 Q1	$206K	Hold	2,000	–	–	0.08%	194
2023 Q4	$206K	Buy	+2,000	New	+$182K	0.09%	194
2022 Q3	–	Sell	-2,500	Closed	-$223K	–	202
2022 Q2	$223K	Hold	2,500	–	–	0.1%	165
2022 Q1	$255K	Hold	2,500	–	–	0.12%	143
2021 Q4	$261K	Hold	2,500	–	–	0.13%	135
2021 Q3	$251K	Hold	2,500	–	–	0.13%	128
2021 Q2	$263K	Hold	2,500	–	–	0.14%	124
2021 Q1	$251K	Hold	2,500	–	–	0.15%	122
2020 Q4	$203K	Buy	2,500 +500	+25%	+$36.3K	0.14%	131
2020 Q3	$122K	Buy	+2,000	New	+$126K	0.1%	156

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

Jeppson Wealth Management's IJS Position: Q3 2026 in Review

Jeppson Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 2,000 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #206.

Jeppson Wealth Management first reported a position in IJS in Q3 2020 and has held it in 17 quarters since. The position peaked at $273K in Q2 2026. 278 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Jeppson Wealth Management held 2,000 shares of iShares S&P Small-Cap 600 Value ETF worth $256K as of Q3 2026.
Jeppson Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Jeppson Wealth Management's portfolio in Q3 2026, its #206 holding.
Jeppson Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 17 quarters since.
Jeppson Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $273K in Q2 2026.
278 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.