Wealth Enhancement Advisory Services
IJS icon

Wealth Enhancement Advisory Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.22M Buy
123,273
+17,274
+16% +$2.34M 0.01% 764
2026
Q2 		$7.98M Sell
105,999
-4,146
-4% -$535K 0.01% 777
2026
Q1 		$7.41M Sell
110,145
-123,283
-53% -$14.9M 0.02% 711
2025
Q4 		$27.7M Sell
233,428
-7,721
-3% -$865K 0.04% 389
2025
Q3 		$26.6M Sell
241,149
-32,555
-12% -$3.46M 0.04% 373
2025
Q2 		$28.4M Sell
273,704
-148,317
-35% -$14M 0.05% 334
2025
Q1 		$41.1M Buy
422,021
+368,663
+691% +$38.9M 0.08% 241
2024
Q4 		$5.8M Buy
53,358
+3,305
+7% +$366K 0.01% 746
2024
Q3 		$5.39M Sell
50,053
-2,534
-5% -$263K 0.01% 696
2024
Q2 		$5.12M Sell
52,587
-294
-0.6% -$28.9K 0.01% 681
2024
Q1 		$5.43M Sell
52,881
-1,953
-4% -$194K 0.01% 639
2023
Q4 		$5.65M Buy
54,834
+621
+1% +$56.6K 0.02% 580
2023
Q3 		$4.84M Buy
54,213
+50,691
+1,439% +$4.83M 0.02% 589
2023
Q2 		$335K Sell
3,522
-102,691
-97% -$9.39M ﹤0.01% 415
2023
Q1 		$9.9M Sell
106,213
-125,357
-54% -$12.2M 0.12% 91
2022
Q4 		$23M Buy
231,570
+18,337
+9% +$1.69M 0.3% 55
2022
Q3 		$18.1M Buy
213,233
+38,429
+22% +$3.56M 0.26% 59
2022
Q2 		$15.6M Buy
174,804
+33,558
+24% +$3.22M 0.22% 61
2022
Q1 		$14.5M Buy
141,246
+21,300
+18% +$2.17M 0.2% 66
2021
Q4 		$12M Buy
119,946
+23,151
+24% +$2.43M 0.17% 64
2021
Q3 		$10.1M Buy
96,795
+16,679
+21% +$1.68M 0.15% 73
2021
Q2 		$8.06M Buy
80,116
+4,845
+6% +$506K 0.13% 79
2021
Q1 		$7.68M Buy
75,271
+11,698
+18% +$1.11M 0.14% 73
2020
Q4 		$5.63M Buy
63,573
+7,281
+13% +$529K 0.13% 66
2020
Q3 		$3.78M Buy
56,292
+2,094
+4% +$132K 0.1% 74
2020
Q2 		$3.36M Sell
54,198
-34,510
-39% -$1.93M 0.1% 82
2020
Q1 		$4.97M Buy
88,708
+46,690
+111% +$3.24M 0.18% 58
2019
Q4 		$3.38M Buy
42,018
+13,428
+47% +$1.04M 0.12% 74
2019
Q3 		$2.11M Buy
28,590
+10,906
+62% +$802K 0.09% 96
2019
Q2 		$1.32M Buy
17,684
+9,692
+121% +$719K 0.06% 125
2019
Q1 		$615K Buy
+7,992
New +$590K 0.03% 160

Other funds holding IJS

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
RTD Financial Advisors
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
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's IJS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 16% in Q3 2026, buying an estimated $2.34M and bringing the position to 123,273 shares worth $9.22M. The position accounts for 0.01% of the portfolio, ranked #764.

Wealth Enhancement Advisory Services first reported a position in IJS in Q1 2019 and has held it in 31 quarters since. The position peaked at $41.1M in Q1 2025. 179 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 123,273 shares of iShares S&P Small-Cap 600 Value ETF worth $9.22M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 17,274 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $2.34M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #764 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 31 quarters since.
  • Wealth Enhancement Advisory Services's iShares S&P Small-Cap 600 Value ETF position peaked at $41.1M in Q1 2025.
  • 179 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.