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 Q3	$313K	Sell	2,442 -59	-2%	-$8.01K	0.08%	151
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%	-$9.9K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Juncture Wealth Strategies's IJS Position: Q3 2026 in Review

Juncture Wealth Strategies reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.4% in Q3 2026, selling an estimated $8.01K and leaving 2,442 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #151.

Juncture Wealth Strategies first reported a position in IJS in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.49M in Q4 2021. 574 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Juncture Wealth Strategies held 2,442 shares of iShares S&P Small-Cap 600 Value ETF worth $313K as of Q3 2026.
Juncture Wealth Strategies sold 59 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $8.01K.
iShares S&P Small-Cap 600 Value ETF made up 0.08% of Juncture Wealth Strategies's portfolio in Q3 2026, its #151 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 30 quarters since.
Juncture Wealth Strategies's iShares S&P Small-Cap 600 Value ETF position peaked at $4.49M in Q4 2021.
574 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.