Valley Wealth Managers’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Valley Wealth Managers’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	$381K	Buy	2,971 +86	+3%	+$11.7K	0.02%	165
2026 Q2	$394K	Sell	2,885 -109	-4%	-$14.1K	0.02%	167
2026 Q1	$355K	Sell	2,994 -416	-12%	-$50.3K	0.02%	168
2025 Q4	$388K	Sell	3,410 -801	-19%	-$89.8K	0.02%	166
2025 Q3	$466K	Sell	4,211 -573	-12%	-$60.9K	0.03%	163
2025 Q2	$476K	Sell	4,784 -162	-3%	-$15.3K	0.03%	162
2025 Q1	$482K	Sell	4,946 -443	-8%	-$46.7K	0.04%	162
2024 Q4	$585K	Sell	5,389 -921	-15%	-$102K	0.04%	150
2024 Q3	$679K	Sell	6,310 -73	-1%	-$7.58K	0.05%	141
2024 Q2	$621K	Sell	6,383 -185	-3%	-$18.2K	0.05%	146
2024 Q1	$675K	Buy	6,568 +650	+11%	+$64.5K	0.05%	136
2023 Q4	$610K	Sell	5,918 -126	-2%	-$11.5K	0.05%	136
2023 Q3	$539K	Sell	6,044 -301	-5%	-$28.7K	0.04%	142
2023 Q2	$603K	Sell	6,345 -734	-10%	-$67.1K	0.05%	116
2023 Q1	$663K	Sell	7,079 -704	-9%	-$68.8K	0.06%	117
2022 Q4	$711K	Sell	7,783 -233	-3%	-$21.5K	0.07%	116
2022 Q3	$661K	Sell	8,016 -1,002	-11%	-$92.7K	0.07%	118
2022 Q2	$803K	Sell	9,018 -1,448	-14%	-$139K	0.08%	116
2022 Q1	$1.07M	Sell	10,466 -827	-7%	-$84.3K	0.09%	105
2021 Q4	$1.18M	Sell	11,293 -534	-5%	-$56K	0.09%	105
2021 Q3	$1.19M	Sell	11,827 -518	-4%	-$52.3K	0.1%	104
2021 Q2	$1.3M	Buy	12,345 +272	+2%	+$28.4K	0.11%	104
2021 Q1	$1.22M	Sell	12,073 -1,196	-9%	-$113K	0.11%	103
2020 Q4	$1.08M	Buy	13,269 +4,653	+54%	+$338K	0.11%	107
2020 Q3	$527K	Buy	8,616 +340	+4%	+$21.4K	0.06%	120
2020 Q2	$498K	Buy	8,276 +3,228	+64%	+$181K	0.06%	123
2020 Q1	$253K	Buy	5,048 +328	+7%	+$22.7K	0.03%	149
2019 Q4	$379K	Buy	4,720 +394	+9%	+$30.5K	0.04%	150
2019 Q3	$324K	Sell	4,326 -820	-16%	-$60.3K	0.03%	159
2019 Q2	$382K	Buy	+5,146	New	+$382K	0.04%	156

Other funds holding IJS

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBI

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

IFA

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Valley Wealth Managers's IJS Position: Q3 2026 in Review

Valley Wealth Managers increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3% in Q3 2026, buying an estimated $11.7K and bringing the position to 2,971 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #165.

Valley Wealth Managers first reported a position in IJS in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.3M in Q2 2021. 82 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Valley Wealth Managers held 2,971 shares of iShares S&P Small-Cap 600 Value ETF worth $381K as of Q3 2026.
Valley Wealth Managers bought 86 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $11.7K.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Valley Wealth Managers's portfolio in Q3 2026, its #165 holding.
Valley Wealth Managers first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2019 and has held it in 30 quarters since.
Valley Wealth Managers's iShares S&P Small-Cap 600 Value ETF position peaked at $1.3M in Q2 2021.
82 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.