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

Juncture Wealth Strategies’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	$342K	Sell	2,501 -1,546	-38%	-$199K	0.09%	142
2026 Q1	$479K	Sell	4,047 -440	-10%	-$53.2K	0.16%	79
2025 Q4	$510K	Sell	4,487 -380	-8%	-$42.6K	0.17%	72
2025 Q3	$538K	Sell	4,867 -375	-7%	-$39.8K	0.18%	68
2025 Q2	$522K	Sell	5,242 -5,325	-50%	-$503K	0.19%	68
2025 Q1	$1.03M	Sell	10,567 -415	-4%	-$43.8K	0.4%	43
2024 Q4	$1.19M	Sell	10,982 -93	-0.8%	-$10.3K	0.44%	37
2024 Q3	$1.19M	Sell	11,075 -826	-7%	-$85.8K	0.46%	36
2024 Q2	$1.16M	Sell	11,901 -101	-0.8%	-$9.93K	0.49%	37
2024 Q1	$1.23M	Sell	12,002 -2,989	-20%	-$297K	0.53%	32
2023 Q4	$1.55M	Sell	14,991 -2,491	-14%	-$227K	0.7%	30
2023 Q3	$1.56M	Sell	17,482 -1,273	-7%	-$121K	0.76%	31
2023 Q2	$1.78M	Sell	18,755 -13,815	-42%	-$1.26M	0.83%	27
2023 Q1	$3.05M	Sell	32,570 -2,042	-6%	-$200K	1.5%	18
2022 Q4	$3.16M	Sell	34,612 -567	-2%	-$52.2K	1.5%	17
2022 Q3	$2.9M	Sell	35,179 -10,559	-23%	-$977K	1.45%	23
2022 Q2	$4.07M	Buy	45,738 +2,445	+6%	+$234K	2.01%	15
2022 Q1	$4.43M	Buy	43,293 +323	+0.8%	+$32.9K	2.11%	14
2021 Q4	$4.49M	Buy	42,970 +210	+0.5%	+$22K	2.14%	9
2021 Q3	$4.3M	Buy	42,760 +4,062	+10%	+$410K	2.27%	11
2021 Q2	$3.96M	Sell	38,698 -5,035	-12%	-$526K	2.27%	9
2021 Q1	$4.41M	Buy	43,733 +7,306	+20%	+$692K	2.78%	7
2020 Q4	$2.96M	Buy	36,427 +89	+0.2%	+$6.47K	1.87%	11
2020 Q3	$2.22M	Buy	36,338 +2,734	+8%	+$172K	1.54%	15
2020 Q2	$2.02M	Buy	+33,604	New	+$1.88M	1.53%	15
2020 Q1	–	Sell	-33,530	Closed	-$2.7M	–	93
2019 Q4	$2.7M	Buy	33,530 +2,738	+9%	+$212K	2.1%	10
2019 Q3	$2.31M	Buy	30,792 +9,668	+46%	+$711K	2.04%	12
2019 Q2	$1.57M	Buy	21,124 +17,434	+472%	+$1.29M	1.26%	26
2019 Q1	$272K	Buy	+3,690	New	+$273K	0.21%	100

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 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

Evanson Financial Mclean, Virginia $2.04B AUM

Juncture Wealth Strategies's IJS Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 38% in Q2 2026, selling an estimated $199K and leaving 2,501 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #142.

Juncture Wealth Strategies first reported a position in IJS in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.49M in Q4 2021. 315 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Juncture Wealth Strategies held 2,501 shares of iShares S&P Small-Cap 600 Value ETF worth $342K as of Q2 2026.
Juncture Wealth Strategies sold 1,546 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $199K.
iShares S&P Small-Cap 600 Value ETF made up 0.09% of Juncture Wealth Strategies's portfolio in Q2 2026, its #142 holding.
Juncture Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 29 quarters since.
Juncture Wealth Strategies's iShares S&P Small-Cap 600 Value ETF position peaked at $4.49M in Q4 2021.
315 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.