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

Physician Wealth 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	$1.69M	Sell	13,182 -760	-5%	-$103K	0.19%	59
2026 Q2	$1.91M	Sell	13,942 -393	-3%	-$50.7K	0.23%	54
2026 Q1	$1.7M	Sell	14,335 -465	-3%	-$56.2K	0.24%	55
2025 Q4	$1.68M	Sell	14,800 -167	-1%	-$18.7K	0.23%	51
2025 Q3	$1.66M	Sell	14,967 -336	-2%	-$35.7K	0.24%	53
2025 Q2	$1.52M	Sell	15,303 -570	-4%	-$53.8K	0.24%	56
2025 Q1	$1.55M	Buy	15,873 +129	+0.8%	+$13.6K	0.27%	55
2024 Q4	$1.71M	Sell	15,744 -402	-2%	-$44.6K	0.29%	51
2024 Q3	$1.74M	Sell	16,146 -541	-3%	-$56.2K	0.31%	48
2024 Q2	$1.78M	Buy	16,687 +121	+0.7%	+$11.9K	0.33%	47
2024 Q1	$1.57M	Sell	16,566 -385	-2%	-$38.2K	0.33%	47
2023 Q4	$1.69M	Sell	16,951 -90	-0.5%	-$8.2K	0.38%	43
2023 Q3	$1.48M	Buy	17,041 +270	+2%	+$25.7K	0.38%	38
2023 Q2	$1.61M	Sell	16,771 -20	-0.1%	-$1.83K	0.4%	36
2023 Q1	$1.56M	Sell	16,791 -3,347	-17%	-$327K	0.41%	37
2022 Q4	$1.99M	Sell	20,138 -1,243	-6%	-$114K	0.54%	32
2022 Q3	$1.87M	Sell	21,381 -2,923	-12%	-$270K	0.57%	31
2022 Q2	$2.36M	Sell	24,304 -5,112	-17%	-$490K	0.68%	29
2022 Q1	$2.93M	Sell	29,416 -53	-0.2%	-$5.4K	0.78%	29
2021 Q4	$3.12M	Sell	29,469 -1,458	-5%	-$153K	0.82%	26
2021 Q3	$3.21M	Buy	30,927 +118	+0.4%	+$11.9K	0.88%	26
2021 Q2	$3.04M	Sell	30,809 -543	-2%	-$56.8K	0.87%	26
2021 Q1	$3.2M	Sell	31,352 -2,337	-7%	-$221K	1.04%	24
2020 Q4	$3.11M	Sell	33,689 -4,391	-12%	-$319K	1.06%	23
2020 Q3	$2.47M	Sell	38,080 -504	-1%	-$31.7K	0.99%	24
2020 Q2	$2.58M	Sell	38,584 -1,426	-4%	-$79.9K	1.04%	23
2020 Q1	$2.03M	Buy	40,010 +6,896	+21%	+$478K	1.01%	25
2019 Q4	$2.63M	Sell	33,114 -124	-0.4%	-$9.6K	1.17%	20
2019 Q3	$2.63M	Buy	+33,238	New	+$2.44M	1.28%	19

Other funds holding IJS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

M&T Bank Buffalo, New York $34.1B AUM 21.87% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Physician Wealth Advisors's IJS Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.5% in Q3 2026, selling an estimated $103K and leaving 13,182 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #59.

Physician Wealth Advisors first reported a position in IJS in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.21M in Q3 2021. 624 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Physician Wealth Advisors held 13,182 shares of iShares S&P Small-Cap 600 Value ETF worth $1.69M as of Q3 2026.
Physician Wealth Advisors sold 760 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $103K.
iShares S&P Small-Cap 600 Value ETF made up 0.19% of Physician Wealth Advisors's portfolio in Q3 2026, its #59 holding.
Physician Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and has held it in 29 quarters since.
Physician Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $3.21M in Q3 2021.
624 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.