Sapient Capital’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sapient Capital’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	$6.36M	Buy	49,646 +1,828	+4%	+$248K	0.09%	106
2026 Q2	$6.54M	Buy	47,818 +1,892	+4%	+$244K	0.09%	104
2026 Q1	$5.44M	Buy	45,926 +5,860	+15%	+$708K	0.08%	109
2025 Q4	$4.6M	Buy	40,066 +3,031	+8%	+$340K	0.06%	111
2025 Q3	$4.09M	Sell	37,035 -115	-0.3%	-$12.2K	0.06%	109
2025 Q2	$3.7M	Buy	37,150 +14,054	+61%	+$1.33M	0.07%	113
2025 Q1	$2.25M	Buy	23,096 +197	+0.9%	+$20.8K	0.04%	136
2024 Q4	$2.49M	Buy	22,899 +2,066	+10%	+$229K	0.05%	129
2024 Q3	$2.24M	Buy	20,833 +1,405	+7%	+$146K	0.05%	135
2024 Q2	$1.89M	Buy	19,428 +3,855	+25%	+$379K	0.04%	131
2024 Q1	$1.6M	Buy	15,573 +6,008	+63%	+$596K	0.04%	149
2023 Q4	$986K	Buy	+9,565	New	+$872K	0.03%	172

Other funds holding IJS

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

HWA

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

GIA

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

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Sapient Capital's IJS Position: Q3 2026 in Review

Sapient Capital increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.8% in Q3 2026, buying an estimated $248K and bringing the position to 49,646 shares worth $6.36M. The position accounts for 0.09% of the portfolio, ranked #106.

Sapient Capital first reported a position in IJS in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.54M in Q2 2026. 113 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Sapient Capital held 49,646 shares of iShares S&P Small-Cap 600 Value ETF worth $6.36M as of Q3 2026.
Sapient Capital bought 1,828 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $248K.
iShares S&P Small-Cap 600 Value ETF made up 0.09% of Sapient Capital's portfolio in Q3 2026, its #106 holding.
Sapient Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $6.54M in Q2 2026.
113 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.