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

NorthLanding Financial 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	$690K	Buy	5,046 +1,084	+27%	+$140K	0.48%	20
2026 Q1	$469K	Buy	3,962 +5	+0.1%	+$604	0.38%	24
2025 Q4	$450K	Sell	3,957 -24	-0.6%	-$2.69K	0.36%	25
2025 Q3	$440K	Sell	3,981 -389	-9%	-$41.3K	0.37%	27
2025 Q2	$435K	Buy	4,370 +14	+0.3%	+$1.32K	0.38%	27
2025 Q1	$425K	Sell	4,356 -128	-3%	-$13.5K	0.42%	29
2024 Q4	$487K	Buy	4,484 +14	+0.3%	+$1.55K	0.49%	24
2024 Q3	$481K	Buy	4,470 +12	+0.3%	+$1.25K	0.48%	23
2024 Q2	$434K	Sell	4,458 -16	-0.4%	-$1.57K	0.46%	25
2024 Q1	$460K	Sell	4,474 -44	-1%	-$4.37K	0.5%	23
2023 Q4	$466K	Sell	4,518 -16	-0.4%	-$1.46K	0.55%	23
2023 Q3	$405K	Sell	4,534 -18	-0.4%	-$1.71K	0.52%	27
2023 Q2	$433K	Sell	4,552 -2,526	-36%	-$231K	0.56%	27
2023 Q1	$662K	Buy	7,078 +781	+12%	+$76.3K	0.47%	37
2022 Q4	$575K	Sell	6,297 -35	-0.6%	-$3.22K	0.41%	39
2022 Q3	$522K	Buy	+6,332	New	+$586K	0.41%	37

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

NorthLanding Financial Partners's IJS Position: Q2 2026 in Review

NorthLanding Financial Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 27% in Q2 2026, buying an estimated $140K and bringing the position to 5,046 shares worth $690K. The position accounts for 0.48% of the portfolio, ranked #20.

NorthLanding Financial Partners first reported a position in IJS in Q3 2022 and has held it in 16 quarters since. 333 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

NorthLanding Financial Partners held 5,046 shares of iShares S&P Small-Cap 600 Value ETF worth $690K as of Q2 2026.
NorthLanding Financial Partners bought 1,084 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $140K.
iShares S&P Small-Cap 600 Value ETF made up 0.48% of NorthLanding Financial Partners's portfolio in Q2 2026, its #20 holding.
NorthLanding Financial Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2022 and has held it in 16 quarters since.
333 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on NorthLanding Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.