Salus Financial Advisors
IJS icon

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

Salus 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 		$5.03M Sell
39,228
-307
-0.8% -$41.7K 2.4% 9
2026
Q2 		$5.4M Buy
39,535
+1,191
+3% +$154K 2.66% 9
2026
Q1 		$4.54M Sell
38,344
-339
-0.9% -$41K 2.65% 9
2025
Q4 		$4.4M Buy
38,683
+1,082
+3% +$121K 2.64% 9
2025
Q3 		$4.16M Buy
37,601
+766
+2% +$81.3K 2.56% 9
2025
Q2 		$3.66M Buy
36,835
+1,988
+6% +$188K 2.46% 9
2025
Q1 		$3.4M Buy
34,847
+1,797
+5% +$190K 2.57% 8
2024
Q4 		$3.59M Buy
+33,050
New +$3.66M 2.81% 9

Other funds holding IJS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

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

Salus Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.78% in Q3 2026, selling an estimated $41.7K and leaving 39,228 shares worth $5.03M. The position accounts for 2.4% of the portfolio, ranked #9.

Salus Financial Advisors first reported a position in IJS in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.4M in Q2 2026. 548 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Salus Financial Advisors held 39,228 shares of iShares S&P Small-Cap 600 Value ETF worth $5.03M as of Q3 2026.
  • Salus Financial Advisors sold 307 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $41.7K.
  • iShares S&P Small-Cap 600 Value ETF made up 2.4% of Salus Financial Advisors's portfolio in Q3 2026, its #9 holding.
  • Salus Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • Salus Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $5.4M in Q2 2026.
  • 548 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

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