Stonebridge Financial Planning Group
IJS icon

Stonebridge Financial Planning Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Stonebridge Financial Planning Group’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 		$222K Hold
1,737
– – 0.07% 173
2026
Q2 		$237K Buy
+1,737
New +$224K 0.08% 164
2026
Q1 		– Sell
-1,799
Closed -$205K – 176
2025
Q4 		$205K Buy
+1,799
New +$202K 0.07% 166
2025
Q3 		– Sell
-2,189
Closed -$218K – 173
2025
Q2 		$218K Sell
2,189
-795
-27% -$75.1K 0.09% 160
2025
Q1 		$291K Sell
2,984
-452
-13% -$47.7K 0.13% 138
2024
Q4 		$373K Buy
3,436
+93
+3% +$10.3K 0.17% 127
2024
Q3 		$360K Sell
3,343
-644
-16% -$66.9K 0.17% 124
2024
Q2 		$388K Sell
3,987
-570
-13% -$56K 0.19% 116
2024
Q1 		$468K Sell
4,557
-50
-1% -$4.96K 0.25% 102
2023
Q4 		$475K Sell
4,607
-211
-4% -$19.2K 0.27% 93
2023
Q3 		$430K Sell
4,818
-250
-5% -$23.8K 0.28% 93
2023
Q2 		$482K Buy
5,068
+185
+4% +$16.9K 0.29% 83
2023
Q1 		$457K Buy
4,883
+741
+18% +$72.4K 0.29% 87
2022
Q4 		$378K Sell
4,142
-50
-1% -$4.6K 0.25% 93
2022
Q3 		$346K Sell
4,192
-570
-12% -$52.7K 0.24% 91
2022
Q2 		$424K Sell
4,762
-1,214
-20% -$116K 0.29% 79
2022
Q1 		$612K Buy
5,976
+332
+6% +$33.8K 0.34% 62
2021
Q4 		$554K Buy
5,644
+477
+9% +$50K 0.29% 68
2021
Q3 		$562K Sell
5,167
-4,345
-46% -$439K 0.27% 75
2021
Q2 		$992K Buy
9,512
+3,651
+62% +$382K 0.53% 45
2021
Q1 		$595K Buy
+5,861
New +$555K 0.35% 59

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

Stonebridge Financial Planning Group's IJS Position: Q3 2026 in Review

Stonebridge Financial Planning Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 1,737 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #173.

Stonebridge Financial Planning Group first reported a position in IJS in Q1 2021 and has held it in 21 quarters since. The position peaked at $992K in Q2 2021. 548 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Stonebridge Financial Planning Group held 1,737 shares of iShares S&P Small-Cap 600 Value ETF worth $222K as of Q3 2026.
  • Stonebridge Financial Planning Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q3 2026, its #173 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Stonebridge Financial Planning Group's iShares S&P Small-Cap 600 Value ETF position peaked at $992K in Q2 2021.
  • 548 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2026, filed 6 Nov 2026.