Wealth Quarterback
IJS icon

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

Wealth Quarterback’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 		$255K Sell
1,991
-66
-3% -$8.96K 0.08% 154
2026
Q2 		$281K Sell
2,057
-34
-2% -$4.39K 0.09% 147
2026
Q1 		$248K Buy
2,091
+2
+0.1% +$242 0.1% 143
2025
Q4 		$238K Sell
2,089
-614
-23% -$68.8K 0.09% 140
2025
Q3 		$299K Buy
2,703
+222
+9% +$23.6K 0.12% 128
2025
Q2 		$247K Sell
2,481
-3,297
-57% -$311K 0.12% 122
2025
Q1 		$563K Sell
5,778
-65,968
-92% -$6.96M 0.32% 73
2024
Q4 		$7.79M Buy
71,746
+1,348
+2% +$149K 3.66% 6
2024
Q3 		$7.58M Buy
70,398
+42,334
+151% +$4.4M 3.94% 6
2024
Q2 		$2.73M Sell
28,064
-1,586
-5% -$156K 1.55% 14
2024
Q1 		$3.05M Sell
29,650
-60,123
-67% -$5.97M 1.7% 15
2023
Q4 		$9.25M Buy
89,773
+50,784
+130% +$4.63M 5.65% 2
2023
Q3 		$3.48M Buy
+38,989
New +$3.71M 3.01% 10
2023
Q1 		– Sell
-2,215
Closed -$202K – 123
2022
Q4 		$202K Sell
2,215
-872
-28% -$80.3K 0.17% 108
2022
Q3 		$255K Sell
3,087
-1,480
-32% -$137K 0.27% 81
2022
Q2 		$407K Buy
+4,567
New +$438K 0.32% 74
2021
Q3 		$529K Sell
5,250
-391
-7% -$39.5K 0.35% 61
2021
Q2 		$595K Buy
+5,641
New +$590K 0.36% 63
2020
Q4 		$1.19M Sell
14,619
-593
-4% -$43.1K 0.99% 26
2020
Q3 		$915K Hold
15,212
– – 0.84% 37
2020
Q2 		$915K Buy
15,212
+5,270
+53% +$295K 0.84% 37
2020
Q1 		$509K Buy
9,942
+8,304
+507% +$576K 0.47% 48
2019
Q4 		$132K Buy
+1,638
New +$127K 0.11% 135

Other funds holding IJS

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
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
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Lake Street Private Wealth
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

Wealth Quarterback's IJS Position: Q3 2026 in Review

Wealth Quarterback reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.2% in Q3 2026, selling an estimated $8.96K and leaving 1,991 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #154.

Wealth Quarterback first reported a position in IJS in Q4 2019 and has held it in 23 quarters since. The position peaked at $9.25M in Q4 2023. 285 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Wealth Quarterback held 1,991 shares of iShares S&P Small-Cap 600 Value ETF worth $255K as of Q3 2026.
  • Wealth Quarterback sold 66 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $8.96K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.08% of Wealth Quarterback's portfolio in Q3 2026, its #154 holding.
  • Wealth Quarterback first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's iShares S&P Small-Cap 600 Value ETF position peaked at $9.25M in Q4 2023.
  • 285 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.