Sound Income Strategies’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sound Income Strategies’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	$271K	Buy	2,093 +12	+0.6%	+$1.63K	0.01%	398
2026 Q2	$284K	Sell	2,081 -256	-11%	-$33K	0.01%	387
2026 Q1	$277K	Sell	2,337 -533	-19%	-$64.4K	0.01%	340
2025 Q4	$350K	Sell	2,870 -60	-2%	-$6.72K	0.02%	307
2025 Q3	$322K	Sell	2,930 -2,691	-48%	-$286K	0.02%	228
2025 Q2	$559K	Sell	5,621 -22,918	-80%	-$2.16M	0.03%	177
2025 Q1	$2.78M	Buy	28,539 +5,528	+24%	+$583K	0.16%	111
2024 Q4	$2.5M	Sell	23,011 -5,317	-19%	-$589K	0.15%	111
2024 Q3	$3.05M	Buy	28,328 +25,090	+775%	+$2.61M	0.2%	99
2024 Q2	$315K	Sell	3,238 -28,519	-90%	-$2.8M	0.02%	187
2024 Q1	$3.26M	Sell	31,757 -4,702	-13%	-$467K	0.24%	87
2023 Q4	$3.76M	Buy	36,459 +36,425	+107,132%	+$3.32M	0.31%	78
2023 Q3	$3.03K	Hold	34	–	–	﹤0.01%	841
2023 Q2	$3.23K	Sell	34 -50	-60%	-$4.57K	﹤0.01%	818
2023 Q1	$7.86K	Buy	84 +36	+75%	+$3.52K	﹤0.01%	615
2022 Q4	$4.38K	Hold	48	–	–	﹤0.01%	667
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	617
2022 Q2	$4K	Sell	48 -20	-29%	-$1.92K	﹤0.01%	614
2022 Q1	$7K	Buy	+68	New	+$6.93K	﹤0.01%	541
2021 Q2	–	Sell	-103	Closed	-$10.4K	–	954
2021 Q1	$10.4K	Hold	103	–	–	﹤0.01%	479
2020 Q4	$8K	Buy	103 +1	+1%	+$73	﹤0.01%	501
2020 Q3	$6K	Hold	102	–	–	﹤0.01%	514
2020 Q2	$6K	Hold	102	–	–	﹤0.01%	476
2020 Q1	$5K	Hold	102	–	–	﹤0.01%	452
2019 Q4	$8K	Buy	102 +2	+2%	+$155	﹤0.01%	372
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	348
2019 Q2	$7K	Hold	100	–	–	﹤0.01%	386
2019 Q1	$7K	Buy	+100	New	+$7.39K	﹤0.01%	394
2018 Q2	–	Sell	-16	Closed	-$1K	–	688
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	526
2017 Q4	$1K	Buy	+16	New	+$1.21K	﹤0.01%	455

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

FFA

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

SWA

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Sound Income Strategies's IJS Position: Q3 2026 in Review

Sound Income Strategies increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.58% in Q3 2026, buying an estimated $1.63K and bringing the position to 2,093 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #398.

Sound Income Strategies first reported a position in IJS in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.76M in Q4 2023. 83 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Sound Income Strategies held 2,093 shares of iShares S&P Small-Cap 600 Value ETF worth $271K as of Q3 2026.
Sound Income Strategies bought 12 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $1.63K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #398 holding.
Sound Income Strategies first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 30 quarters since.
Sound Income Strategies's iShares S&P Small-Cap 600 Value ETF position peaked at $3.76M in Q4 2023.
83 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.