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 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

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

First County Bank Stamford, Connecticut $213M AUM 31.34% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return