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

RTD Financial 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 		$9.51M Sell
74,269
-2,713
-4% -$368K 1.04% 34
2026
Q2 		$10.5M Sell
76,982
-4,916
-6% -$634K 1.15% 29
2026
Q1 		$9.7M Sell
81,898
-6,608
-7% -$798K 1.19% 28
2025
Q4 		$10.1M Sell
88,506
-5,584
-6% -$626K 1.23% 27
2025
Q3 		$10.4M Buy
94,090
+5,217
+6% +$554K 1.25% 26
2025
Q2 		$8.84M Sell
88,873
-1,711
-2% -$162K 1.13% 32
2025
Q1 		$8.83M Buy
90,584
+667
+0.7% +$70.4K 1.19% 26
2024
Q4 		$9.77M Buy
89,917
+1,988
+2% +$220K 1.25% 25
2024
Q3 		$9.47M Buy
87,929
+822
+0.9% +$85.4K 1.2% 26
2024
Q2 		$8.47M Buy
87,107
+3,078
+4% +$303K 1.14% 28
2024
Q1 		$8.63M Buy
84,029
+1,580
+2% +$157K 1.16% 27
2023
Q4 		$8.5M Sell
82,449
-2,956
-3% -$269K 1.19% 27
2023
Q3 		$7.62M Sell
85,405
-1,389
-2% -$132K 1.16% 27
2023
Q2 		$8.25M Buy
86,794
+9,259
+12% +$846K 1.2% 25
2023
Q1 		$7.26M Sell
77,535
-732
-0.9% -$71.5K 1.12% 29
2022
Q4 		$7.15M Buy
78,267
+3,121
+4% +$287K 1.17% 25
2022
Q3 		$6.2M Sell
75,146
-9,580
-11% -$886K 1.14% 24
2022
Q2 		$7.54M Sell
84,726
-2,203
-3% -$211K 1.16% 25
2022
Q1 		$8.9M Buy
86,929
+507
+0.6% +$51.7K 1.2% 22
2021
Q4 		$9.03M Buy
+86,422
New +$9.06M 1.18% 22

Other funds holding IJS

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
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

RTD Financial Advisors's IJS Position: Q3 2026 in Review

RTD Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.5% in Q3 2026, selling an estimated $368K and leaving 74,269 shares worth $9.51M. The position accounts for 1.04% of the portfolio, ranked #34.

RTD Financial Advisors first reported a position in IJS in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.5M in Q2 2026. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • RTD Financial Advisors held 74,269 shares of iShares S&P Small-Cap 600 Value ETF worth $9.51M as of Q3 2026.
  • RTD Financial Advisors sold 2,713 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $368K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.04% of RTD Financial Advisors's portfolio in Q3 2026, its #34 holding.
  • RTD Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • RTD Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $10.5M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.