WAP
IJS icon

Wealthcare Advisory Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Wealthcare Advisory Partners’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 		$279K Sell
2,042
-122
-6% -$15.7K 0.01% 905
2026
Q1 		$256K Sell
2,164
-298
-12% -$36K 0.01% 930
2025
Q4 		$280K Buy
2,462
+573
+30% +$64.2K 0.01% 897
2025
Q3 		$209K Buy
+1,889
New +$201K ﹤0.01% 967
2025
Q2 		– Sell
-2,420
Closed -$236K – 990
2025
Q1 		$236K Sell
2,420
-71
-3% -$7.49K 0.01% 825
2024
Q4 		$271K Sell
2,491
-206
-8% -$22.8K 0.01% 751
2024
Q3 		$290K Sell
2,697
-15
-0.6% -$1.56K 0.01% 732
2024
Q2 		$264K Buy
2,712
+2
+0.1% +$197 0.01% 713
2024
Q1 		$278K Buy
2,710
+287
+12% +$28.5K 0.01% 694
2023
Q4 		$250K Buy
2,423
+28
+1% +$2.55K 0.01% 657
2023
Q3 		$214K Sell
2,395
-90
-4% -$8.57K 0.01% 643
2023
Q2 		$236K Sell
2,485
-821
-25% -$75.1K 0.01% 629
2023
Q1 		$309K Buy
3,306
+1
+0% +$98 0.01% 570
2022
Q4 		$302K Buy
3,305
+335
+11% +$30.8K 0.01% 537
2022
Q3 		$245K Buy
2,970
+249
+9% +$23K 0.01% 529
2022
Q2 		$242K Buy
2,721
+6
+0.2% +$575 0.01% 478
2022
Q1 		$278K Sell
2,715
-35
-1% -$3.57K 0.02% 438
2021
Q4 		$287K Sell
2,750
-506
-16% -$53K 0.02% 454
2021
Q3 		$328K Sell
3,256
-143
-4% -$14.4K 0.02% 393
2021
Q2 		$358K Buy
3,399
+76
+2% +$7.94K 0.02% 377
2021
Q1 		$335K Sell
3,323
-84
-2% -$7.95K 0.02% 364
2020
Q4 		$277K Sell
3,407
-305
-8% -$22.2K 0.02% 336
2020
Q3 		$227K Buy
+3,712
New +$233K 0.02% 315
2020
Q2 		– Sell
-1,226
Closed -$61K – 833
2020
Q1 		$61K Sell
1,226
-90
-7% -$6.24K 0.01% 469
2019
Q4 		$106K Buy
1,316
+2
+0.2% +$155 0.01% 394
2019
Q3 		$99K Buy
1,314
+198
+18% +$14.6K 0.01% 388
2019
Q2 		$83K Buy
1,116
+2
+0.2% +$148 0.01% 417
2019
Q1 		$82K Buy
1,114
+414
+59% +$30.6K 0.01% 373
2018
Q4 		$46K Buy
700
+2
+0.3% +$148 0.01% 440
2018
Q3 		$58K Sell
698
-78
-10% -$6.59K 0.01% 435
2018
Q2 		$63K Buy
776
+450
+138% +$36K 0.01% 421
2018
Q1 		$25K Buy
326
+2
+0.6% +$154 0.01% 546
2017
Q4 		$25K Buy
324
+120
+59% +$9.04K 0.01% 494
2017
Q3 		$15K Buy
+204
New +$14.2K ﹤0.01% 475

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
EF
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
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

Wealthcare Advisory Partners's IJS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.6% in Q2 2026, selling an estimated $15.7K and leaving 2,042 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #905.

Wealthcare Advisory Partners first reported a position in IJS in Q3 2017 and has held it in 34 quarters since. The position peaked at $358K in Q2 2021. 198 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Wealthcare Advisory Partners held 2,042 shares of iShares S&P Small-Cap 600 Value ETF worth $279K as of Q2 2026.
  • Wealthcare Advisory Partners sold 122 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $15.7K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #905 holding.
  • Wealthcare Advisory Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2017 and has held it in 34 quarters since.
  • Wealthcare Advisory Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $358K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.