KFP
IJS icon

Keener Financial Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Keener Financial Planning’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 		$308K Hold
2,257
– – 0.11% 49
2026
Q1 		$267K Hold
2,257
– – 0.11% 49
2025
Q4 		$256K Hold
2,257
– – 0.11% 47
2025
Q3 		$249K Hold
2,257
– – 0.12% 40
2025
Q2 		$224K Buy
2,257
+32
+1% +$3.02K 0.11% 48
2025
Q1 		$216K Hold
2,225
– – 0.14% 37
2024
Q4 		$241K Hold
2,225
– – 0.14% 40
2024
Q3 		$239K Hold
2,225
– – 0.16% 39
2024
Q2 		$216K Hold
2,225
– – 0.14% 40
2024
Q1 		$229K Buy
2,225
+77
+4% +$7.64K 0.16% 40
2023
Q4 		$221K Buy
+2,148
New +$196K 0.17% 37

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
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

Keener Financial Planning's IJS Position: Q2 2026 in Review

Keener Financial Planning held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,257 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #49.

Keener Financial Planning first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 509 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Keener Financial Planning held 2,257 shares of iShares S&P Small-Cap 600 Value ETF worth $308K as of Q2 2026.
  • Keener Financial Planning left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.11% of Keener Financial Planning's portfolio in Q2 2026, its #49 holding.
  • Keener Financial Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.