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

Turtle Creek Wealth 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 Q3	$250K	Hold	1,950	–	–	0.01%	398
2026 Q2	$267K	Hold	1,950	–	–	0.01%	389
2026 Q1	$231K	Hold	1,950	–	–	0.02%	375
2025 Q4	$222K	Hold	1,950	–	–	0.02%	364
2025 Q3	$216K	Buy	+1,950	New	+$207K	0.02%	337
2024 Q4	–	Sell	-1,950	Closed	-$210K	–	112
2024 Q3	$210K	Hold	1,950	–	–	0.04%	171
2024 Q2	$190K	Hold	1,950	–	–	0.04%	157
2024 Q1	$200K	Hold	1,950	–	–	0.05%	148
2023 Q4	$201K	Buy	+1,950	New	+$178K	0.06%	146

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 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

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

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

Turtle Creek Wealth Advisors's IJS Position: Q3 2026 in Review

Turtle Creek Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 1,950 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #398.

Turtle Creek Wealth Advisors first reported a position in IJS in Q4 2023 and has held it in 9 quarters since. The position peaked at $267K in Q2 2026. 249 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Turtle Creek Wealth Advisors held 1,950 shares of iShares S&P Small-Cap 600 Value ETF worth $250K as of Q3 2026.
Turtle Creek Wealth Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #398 holding.
Turtle Creek Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $267K in Q2 2026.
249 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.