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 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	$9.94M	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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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's IJS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.8% in Q2 2026, selling an estimated $535K and leaving 105,999 shares worth $7.98M. The position accounts for 0.01% of the portfolio, ranked #777.

Wealth Enhancement Advisory Services first reported a position in IJS in Q1 2019 and has held it in 30 quarters since. The position peaked at $41.1M in Q1 2025. 167 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Wealth Enhancement Advisory Services held 105,999 shares of iShares S&P Small-Cap 600 Value ETF worth $7.98M as of Q2 2026.
Wealth Enhancement Advisory Services sold 4,146 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $535K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #777 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 30 quarters since.
Wealth Enhancement Advisory Services's iShares S&P Small-Cap 600 Value ETF position peaked at $41.1M in Q1 2025.
167 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.