Wedmont Private Capital’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Wedmont Private Capital’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	$976K	Hold	7,530	–	–	0.02%	401
2026 Q2	$1.02M	Hold	7,530	–	–	0.03%	343
2026 Q1	$921K	Sell	7,530 -643	-8%	-$77.7K	0.03%	342
2025 Q4	$957K	Buy	8,173 +194	+2%	+$21.7K	0.03%	302
2025 Q3	$880K	Hold	7,979	–	–	0.03%	306
2025 Q2	$828K	Hold	7,979	–	–	0.04%	301
2025 Q1	$694K	Buy	7,979 +3,714	+87%	+$392K	0.04%	302
2024 Q4	$451K	Sell	4,265 -606	-12%	-$67.2K	0.02%	416
2024 Q3	$512K	Buy	4,871 +5	+0.1%	+$519	0.03%	348
2024 Q2	$494K	Buy	4,866 +6	+0.1%	+$590	0.03%	346
2024 Q1	$491K	Buy	4,860 +3	+0.1%	+$298	0.04%	323
2023 Q4	$490K	Buy	4,857 +341	+8%	+$31.1K	0.04%	314
2023 Q3	$393K	Sell	4,516 -533	-11%	-$50.8K	0.04%	309
2023 Q2	$489K	Buy	5,049 +2,114	+72%	+$193K	0.05%	248
2023 Q1	$271K	Buy	2,935 +119	+4%	+$11.6K	0.04%	367
2022 Q4	$266K	Sell	2,816 -264	-9%	-$24.3K	0.04%	365
2022 Q3	$254K	Hold	3,080	–	–	0.05%	295
2022 Q2	$274K	Sell	3,080 -440	-13%	-$42.2K	0.06%	256
2022 Q1	$362K	Buy	3,520 +419	+14%	+$42.7K	0.08%	199
2021 Q4	$328K	Buy	+3,101	New	+$325K	0.1%	158

Other funds holding IJS

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

MBI

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

IFA

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

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Wedmont Private Capital's IJS Position: Q3 2026 in Review

Wedmont Private Capital held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 7,530 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #401.

Wedmont Private Capital first reported a position in IJS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2026. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Wedmont Private Capital held 7,530 shares of iShares S&P Small-Cap 600 Value ETF worth $976K as of Q3 2026.
Wedmont Private Capital left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #401 holding.
Wedmont Private Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 20 quarters since.
Wedmont Private Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $1.02M in Q2 2026.
55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.