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

Root 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 		– Sell
-267
Closed -$31.6K – 1744
2026
Q1 		$31.6K Hold
267
– – ﹤0.01% 1088
2025
Q4 		$30.3K Hold
267
– – ﹤0.01% 946
2025
Q3 		$29.5K Buy
+267
New +$28.4K ﹤0.01% 904

Other funds holding IJS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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

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

Root Financial Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 267 shares — an estimated $31.6K sold.

Root Financial Partners first reported a position in IJS in Q3 2025 and held it in 3 quarters. The position peaked at $31.6K in Q1 2026. 379 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Root Financial Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 267 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $31.6K.
  • Root Financial Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $31.6K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.