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

Triangle Securities Wealth Management’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	$2.96M	Sell	21,623 -133	-0.6%	-$17.2K	0.59%	51
2026 Q1	$2.58M	Sell	21,756 -99	-0.5%	-$12K	0.58%	52
2025 Q4	$2.49M	Sell	21,855 -442	-2%	-$49.5K	0.52%	54
2025 Q3	$2.47M	Buy	22,297 +15	+0.1%	+$1.59K	0.56%	54
2025 Q2	$2.22M	Buy	22,282 +432	+2%	+$40.8K	0.55%	55
2025 Q1	$2.13M	Buy	21,850 +252	+1%	+$26.6K	0.55%	57
2024 Q4	$2.35M	Buy	21,598 +53	+0.2%	+$5.87K	0.6%	50
2024 Q3	$2.32M	Sell	21,545 -385	-2%	-$40K	0.6%	49
2024 Q2	$2.13M	Buy	21,930 +16	+0.1%	+$1.57K	0.6%	53
2024 Q1	$2.25M	Buy	21,914 +19	+0.1%	+$1.89K	0.64%	45
2023 Q4	$2.26M	Buy	21,895 +853	+4%	+$77.7K	0.7%	38
2023 Q3	$1.88M	Buy	21,042 +18	+0.1%	+$1.71K	0.67%	43
2023 Q2	$2M	Buy	21,024 +52	+0.2%	+$4.75K	0.69%	43
2023 Q1	$1.96M	Sell	20,972 -696	-3%	-$68K	0.7%	42
2022 Q4	$1.98M	Buy	21,668 +813	+4%	+$74.9K	0.73%	42
2022 Q3	$1.72M	Buy	20,855 +889	+4%	+$82.3K	0.7%	45
2022 Q2	$1.78M	Buy	19,966 +506	+3%	+$48.5K	0.69%	47
2022 Q1	$1.99M	Sell	19,460 -27	-0.1%	-$2.75K	0.67%	46
2021 Q4	$2.04M	Buy	19,487 +14	+0.1%	+$1.47K	0.64%	47
2021 Q3	$1.96M	Sell	19,473 -129	-0.7%	-$13K	0.67%	47
2021 Q2	$2.07M	Sell	19,602 -389	-2%	-$40.7K	0.7%	43
2021 Q1	$2.01M	Sell	19,991 -497	-2%	-$47K	0.73%	43
2020 Q4	$1.67M	Sell	20,488 -368	-2%	-$26.7K	0.66%	50
2020 Q3	$1.28M	Sell	20,856 -48	-0.2%	-$3.02K	0.58%	59
2020 Q2	$1.26M	Sell	20,904 -26,462	-56%	-$1.48M	0.6%	58
2020 Q1	$2.37M	Sell	47,366 -21,558	-31%	-$1.49M	1.36%	18
2019 Q4	$5.54M	Buy	68,924 +740	+1%	+$57.4K	2.4%	6
2019 Q3	$5.12M	Sell	68,184 -986	-1%	-$72.5K	2.5%	5
2019 Q2	$5.12M	Buy	69,170 +494	+0.7%	+$36.6K	2.6%	5
2019 Q1	$5.07M	Sell	68,676 -47,798	-41%	-$3.53M	2.66%	3
2018 Q4	$7.68M	Buy	116,474 +4,846	+4%	+$360K	4.53%	2
2018 Q3	$9.32M	Sell	111,628 -3,918	-3%	-$331K	4.95%	1
2018 Q2	$9.43M	Sell	115,546 -2,290	-2%	-$183K	5.27%	1
2018 Q1	$8.89M	Buy	117,836 +958	+0.8%	+$73.7K	5.11%	1
2017 Q4	$8.97M	Buy	116,878 +1,078	+0.9%	+$81.2K	5.12%	1
2017 Q3	$8.59M	Buy	+115,800	New	+$8.08M	5.11%	1
2017 Q2	–	Sell	-115,430	Closed	-$8M	–	131
2017 Q1	$8M	Buy	115,430 +794	+0.7%	+$55.3K	5.11%	1
2016 Q4	$8.03M	Sell	114,636 -3,680	-3%	-$241K	5.36%	1
2016 Q3	$7.38M	Buy	+118,316	New	+$7.26M	5.11%	1
2016 Q2	–	Sell	-121,596	Closed	-$6.89M	–	123
2016 Q1	$6.89M	Buy	+121,596	New	+$6.31M	4.49%	1
2015 Q4	–	Sell	-111,762	Closed	-$5.86M	–	124
2015 Q3	$5.86M	Buy	+111,762	New	+$6.21M	4.43%	1
2015 Q2	–	Sell	-14,402	Closed	-$856K	–	137
2015 Q1	$856K	Buy	14,402 +3,448	+31%	+$200K	0.59%	58
2014 Q4	$646K	Buy	+10,954	New	+$618K	0.46%	72

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triangle Securities Wealth Management's IJS Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.61% in Q2 2026, selling an estimated $17.2K and leaving 21,623 shares worth $2.96M. The position accounts for 0.59% of the portfolio, ranked #51.

Triangle Securities Wealth Management first reported a position in IJS in Q4 2014 and has held it in 43 quarters since. The position peaked at $9.43M in Q2 2018. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Triangle Securities Wealth Management held 21,623 shares of iShares S&P Small-Cap 600 Value ETF worth $2.96M as of Q2 2026.
Triangle Securities Wealth Management sold 133 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $17.2K.
iShares S&P Small-Cap 600 Value ETF made up 0.59% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #51 holding.
Triangle Securities Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 43 quarters since.
Triangle Securities Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $9.43M in Q2 2018.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.