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

Towerpoint Wealth’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	$280K	Buy	2,183 +8	+0.4%	+$1.09K	0.1%	92
2026 Q2	$297K	Buy	2,175 +6	+0.3%	+$774	0.1%	92
2026 Q1	$257K	Buy	2,169 +4	+0.2%	+$483	0.1%	79
2025 Q4	$246K	Buy	2,165 +7	+0.3%	+$785	0.1%	84
2025 Q3	$239K	Sell	2,158 -38	-2%	-$4.04K	0.1%	81
2025 Q2	$218K	Buy	+2,196	New	+$207K	0.1%	86

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

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

Towerpoint Wealth's IJS Position: Q3 2026 in Review

Towerpoint Wealth increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.37% in Q3 2026, buying an estimated $1.09K and bringing the position to 2,183 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #92.

Towerpoint Wealth first reported a position in IJS in Q2 2025 and has held it in 6 quarters since. The position peaked at $297K in Q2 2026. 372 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Towerpoint Wealth held 2,183 shares of iShares S&P Small-Cap 600 Value ETF worth $280K as of Q3 2026.
Towerpoint Wealth bought 8 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $1.09K.
iShares S&P Small-Cap 600 Value ETF made up 0.1% of Towerpoint Wealth's portfolio in Q3 2026, its #92 holding.
Towerpoint Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 6 quarters since.
Towerpoint Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $297K in Q2 2026.
372 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.