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

Market Street Wealth Management Advisors’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 		$625K Hold
4,882
– – 0.09% 86
2026
Q2 		$667K Sell
4,882
-288
-6% -$37.2K 0.09% 68
2026
Q1 		$612K Sell
5,170
-15
-0.3% -$1.81K 0.1% 66
2025
Q4 		$590K Sell
5,185
-90
-2% -$10.1K 0.09% 68
2025
Q3 		$583K Sell
5,275
-843
-14% -$89.5K 0.09% 70
2025
Q2 		$609K Sell
6,118
-640
-9% -$60.4K 0.1% 65
2025
Q1 		$659K Sell
6,758
-21
-0.3% -$2.22K 0.11% 62
2024
Q4 		$736K Sell
6,779
-63
-0.9% -$6.98K 0.12% 57
2024
Q3 		$737K Sell
6,842
-1,125
-14% -$117K 0.12% 56
2024
Q2 		$775K Sell
7,967
-355
-4% -$34.9K 0.13% 57
2024
Q1 		$855K Sell
8,322
-19
-0.2% -$1.89K 0.15% 58
2023
Q4 		$860K Sell
8,341
-1,965
-19% -$179K 0.18% 57
2023
Q3 		$920K Sell
10,306
-1,322
-11% -$126K 0.24% 52
2023
Q2 		$1.11M Sell
11,628
-777
-6% -$71K 0.28% 51
2023
Q1 		$1.16M Sell
12,405
-4,335
-26% -$424K 0.31% 49
2022
Q4 		$1.53M Sell
16,740
-3,817
-19% -$351K 0.44% 43
2022
Q3 		$1.7M Sell
20,557
-49,726
-71% -$4.6M 0.54% 39
2022
Q2 		$6.26M Buy
70,283
+48,501
+223% +$4.65M 1.93% 11
2022
Q1 		$2.23M Sell
21,782
-4,330
-17% -$441K 0.79% 26
2021
Q4 		$2.73M Sell
26,112
-7,939
-23% -$832K 0.89% 23
2021
Q3 		$3.43M Sell
34,051
-2,598
-7% -$262K 1.36% 20
2021
Q2 		$3.86M Sell
36,649
-11,040
-23% -$1.15M 1.7% 16
2021
Q1 		$4.8M Sell
47,689
-3,856
-7% -$365K 2.84% 11
2020
Q4 		$4.19M Sell
51,545
-2,721
-5% -$198K 3.27% 9
2020
Q3 		$3.32M Sell
54,266
-3,848
-7% -$242K 2.97% 10
2020
Q2 		$3.5M Buy
58,114
+15,698
+37% +$880K 3.19% 8
2020
Q1 		$2.12M Sell
42,416
-10,324
-20% -$716K 2.28% 15
2019
Q4 		$4.24M Sell
52,740
-90
-0.2% -$6.98K 3.87% 7
2019
Q3 		$3.97M Buy
52,830
+11,044
+26% +$812K 3.86% 9
2019
Q2 		$3.15M Sell
41,786
-5,048
-11% -$374K 3.04% 10
2019
Q1 		$3.46M Buy
46,834
+9,922
+27% +$733K 3.45% 10
2018
Q4 		$2.43M Buy
+36,912
New +$2.74M 2.72% 11

Other funds holding IJS

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Market Street Wealth Management Advisors's IJS Position: Q3 2026 in Review

Market Street Wealth Management Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 4,882 shares worth $625K. The position accounts for 0.09% of the portfolio, ranked #86.

Market Street Wealth Management Advisors first reported a position in IJS in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.26M in Q2 2022. 83 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Market Street Wealth Management Advisors held 4,882 shares of iShares S&P Small-Cap 600 Value ETF worth $625K as of Q3 2026.
  • Market Street Wealth Management Advisors 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 0.09% of Market Street Wealth Management Advisors's portfolio in Q3 2026, its #86 holding.
  • Market Street Wealth Management Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 32 quarters since.
  • Market Street Wealth Management Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $6.26M in Q2 2022.
  • 83 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.