PW Nova Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

PW Nova Financial Services’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	$1.64M	Buy	12,838 +7,088	+123%	+$962K	0.34%	73
2026 Q2	$786K	Buy	5,750 +1,762	+44%	+$227K	0.17%	109
2026 Q1	$472K	Buy	3,988 +589	+17%	+$71.2K	0.12%	131
2025 Q4	$390K	Buy	+3,399	New	+$381K	0.15%	85

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PW Nova Financial Services's IJS Position: Q3 2026 in Review

PW Nova Financial Services increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 123% in Q3 2026, buying an estimated $962K and bringing the position to 12,838 shares worth $1.64M. The position accounts for 0.34% of the portfolio, ranked #73.

PW Nova Financial Services first reported a position in IJS in Q4 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

PW Nova Financial Services held 12,838 shares of iShares S&P Small-Cap 600 Value ETF worth $1.64M as of Q3 2026.
PW Nova Financial Services bought 7,088 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $962K.
iShares S&P Small-Cap 600 Value ETF made up 0.34% of PW Nova Financial Services's portfolio in Q3 2026, its #73 holding.
PW Nova Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 4 quarters since.
261 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.