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

TrueWealth Advisors’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	$418K	Hold	3,060	–	–	0.09%	160
2026 Q1	$362K	Buy	3,060 +2	+0.1%	+$242	0.09%	177
2025 Q4	$348K	Sell	3,058 -1	-0%	-$112	0.09%	180
2025 Q3	$338K	Hold	3,059	–	–	0.09%	170
2025 Q2	$304K	Sell	3,059 -122	-4%	-$11.5K	0.09%	169
2025 Q1	$310K	Buy	3,181 +248	+8%	+$26.2K	0.1%	157
2024 Q4	$319K	Hold	2,933	–	–	0.11%	161
2024 Q3	$316K	Hold	2,933	–	–	0.11%	168
2024 Q2	$285K	Hold	2,933	–	–	0.11%	169
2024 Q1	$301K	Sell	2,933 -535	-15%	-$53.1K	0.12%	146
2023 Q4	$357K	Buy	3,468 +4	+0.1%	+$364	0.14%	119
2023 Q3	$309K	Sell	3,464 -350	-9%	-$33.3K	0.13%	122
2023 Q2	$363K	Buy	3,814 +1	+0%	+$91	0.15%	110
2023 Q1	$357K	Buy	3,813 +2	+0.1%	+$195	0.15%	108
2022 Q4	$348K	Sell	3,811 -301	-7%	-$27.7K	0.15%	113
2022 Q3	$339K	Sell	4,112 -4,380	-52%	-$405K	0.16%	102
2022 Q2	$756K	Buy	8,492 +1,352	+19%	+$130K	0.35%	64
2022 Q1	$746K	Hold	7,140	–	–	0.33%	65
2021 Q4	$746K	Buy	7,140 +3,541	+98%	+$371K	0.33%	65
2021 Q3	$362K	Buy	3,599 +317	+10%	+$32K	0.2%	91
2021 Q2	$346K	Hold	3,282	–	–	0.2%	87
2021 Q1	$325K	Hold	3,282	–	–	0.21%	86
2020 Q4	$286K	Buy	+3,282	New	+$239K	0.25%	67

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

TrueWealth Advisors's IJS Position: Q2 2026 in Review

TrueWealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 3,060 shares worth $418K. The position accounts for 0.09% of the portfolio, ranked #160.

TrueWealth Advisors first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. The position peaked at $756K in Q2 2022. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

TrueWealth Advisors held 3,060 shares of iShares S&P Small-Cap 600 Value ETF worth $418K as of Q2 2026.
TrueWealth Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #160 holding.
TrueWealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $756K in Q2 2022.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.