Strategy Asset Managers’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Strategy Asset Managers’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	$209K	Buy	+1,634	New	+$222K	0.03%	255

Other funds holding IJS

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

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

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

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Strategy Asset Managers's IJS Position: Q3 2026 in Review

Strategy Asset Managers opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026: 1,634 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings.

157 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Strategy Asset Managers held 1,634 shares of iShares S&P Small-Cap 600 Value ETF worth $209K as of Q3 2026.
iShares S&P Small-Cap 600 Value ETF was a new Strategy Asset Managers position in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Strategy Asset Managers's portfolio in Q3 2026, its #255 holding.
157 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.