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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
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

Towerpoint Wealth's IJS Position: Q2 2026 in Review

Towerpoint Wealth increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.28% in Q2 2026, buying an estimated $774 and bringing the position to 2,175 shares worth $297K. 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 5 quarters since. 347 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Towerpoint Wealth held 2,175 shares of iShares S&P Small-Cap 600 Value ETF worth $297K as of Q2 2026.
  • Towerpoint Wealth bought 6 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $774.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Towerpoint Wealth's portfolio in Q2 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 5 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.