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

Valeo Financial 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	$211K	Sell	1,646 -741	-31%	-$101K	﹤0.01%	766
2026 Q2	$326K	Buy	2,387 +458	+24%	+$59.1K	0.01%	597
2026 Q1	$228K	Sell	1,929 -146	-7%	-$17.6K	0.01%	651
2025 Q4	$236K	Buy	+2,075	New	+$233K	0.01%	702
2023 Q4	–	Sell	-2,312	Closed	-$206K	–	692
2023 Q3	$206K	Sell	2,312 -62	-3%	-$5.91K	0.01%	561
2023 Q2	$226K	Sell	2,374 -109	-4%	-$9.96K	0.01%	507
2023 Q1	$232K	Buy	+2,483	New	+$243K	0.01%	513
2021 Q2	–	Sell	-2,046	Closed	-$206K	–	1130
2021 Q1	$206K	Sell	2,046 -372	-15%	-$35.2K	0.01%	435
2020 Q4	$197K	Sell	2,418 -106	-4%	-$7.7K	0.01%	423
2020 Q3	$154K	Sell	2,524 -224	-8%	-$14.1K	0.01%	373
2020 Q2	$165K	Sell	2,748 -1,468	-35%	-$82.3K	0.02%	359
2020 Q1	$231K	Sell	4,216 -84	-2%	-$5.82K	0.02%	270
2019 Q4	$346K	Sell	4,300 -88	-2%	-$6.82K	0.03%	240
2019 Q3	$329K	Buy	4,388 +90	+2%	+$6.61K	0.04%	218
2019 Q2	$319K	Buy	4,298 +2,002	+87%	+$149K	0.04%	219
2019 Q1	$169K	Buy	2,296 +290	+14%	+$21.4K	0.02%	314
2018 Q4	$132K	Buy	2,006 +114	+6%	+$8.46K	0.02%	326
2018 Q3	$142K	Buy	1,892 +1,842	+3,684%	+$156K	0.02%	332
2018 Q2	$4K	Sell	50 -38	-43%	-$3.04K	﹤0.01%	1194
2018 Q1	$7K	Sell	88 -458	-84%	-$35.2K	﹤0.01%	1023
2017 Q4	$42K	Buy	546 +50	+10%	+$3.77K	0.01%	503
2017 Q3	$37K	Buy	+496	New	+$34.6K	0.01%	454

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

FFA

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Valeo Financial Advisors's IJS Position: Q3 2026 in Review

Valeo Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 31% in Q3 2026, selling an estimated $101K and leaving 1,646 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Valeo Financial Advisors first reported a position in IJS in Q3 2017 and has held it in 22 quarters since. The position peaked at $346K in Q4 2019. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Valeo Financial Advisors held 1,646 shares of iShares S&P Small-Cap 600 Value ETF worth $211K as of Q3 2026.
Valeo Financial Advisors sold 741 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $101K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #766 holding.
Valeo Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2017 and has held it in 22 quarters since.
Valeo Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $346K in Q4 2019.
55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.