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

Life Planning Partners’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	$279K	Sell	2,042 -72	-3%	-$9.29K	0.21%	62
2026 Q1	$250K	Hold	2,114	–	–	0.19%	62
2025 Q4	$240K	Sell	2,114 -482	-19%	-$54K	0.18%	63
2025 Q3	$287K	Hold	2,596	–	–	0.21%	59
2025 Q2	$258K	Hold	2,596	–	–	0.21%	61
2025 Q1	$253K	Hold	2,596	–	–	0.23%	54
2024 Q4	$282K	Hold	2,596	–	–	0.26%	49
2024 Q3	$279K	Sell	2,596 -545	-17%	-$56.6K	0.25%	51
2024 Q2	$306K	Sell	3,141 -10	-0.3%	-$983	0.28%	49
2024 Q1	$324K	Hold	3,151	–	–	0.32%	50
2023 Q4	$325K	Buy	+3,151	New	+$287K	0.32%	50
2022 Q3	$344K	Buy	4,168 +3,181	+322%	+$294K	0.39%	39
2022 Q2	$88K	Hold	987	–	–	0.1%	68
2022 Q1	$101K	Hold	987	–	–	0.1%	62
2021 Q4	$103K	Buy	+987	New	+$103K	0.1%	60

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Life Planning Partners's IJS Position: Q2 2026 in Review

Life Planning Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.4% in Q2 2026, selling an estimated $9.29K and leaving 2,042 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #62.

Life Planning Partners first reported a position in IJS in Q4 2021 and has held it in 15 quarters since. The position peaked at $344K in Q3 2022. 509 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Life Planning Partners held 2,042 shares of iShares S&P Small-Cap 600 Value ETF worth $279K as of Q2 2026.
Life Planning Partners sold 72 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.29K.
iShares S&P Small-Cap 600 Value ETF made up 0.21% of Life Planning Partners's portfolio in Q2 2026, its #62 holding.
Life Planning Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $344K in Q3 2022.
509 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.