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IJS icon

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

Willner & Heller’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 		$373K Buy
2,730
+11
+0.4% +$1.42K 0.23% 117
2026
Q1 		$322K Sell
2,719
-198
-7% -$23.9K 0.24% 124
2025
Q4 		$332K Sell
2,917
-90
-3% -$10.1K 0.24% 121
2025
Q3 		$333K Buy
3,007
+29
+1% +$3.08K 0.26% 113
2025
Q2 		$296K Buy
2,978
+73
+3% +$6.89K 0.25% 116
2025
Q1 		$283K Sell
2,905
-433
-13% -$45.7K 0.26% 122
2024
Q4 		$362K Buy
3,338
+135
+4% +$15K 0.32% 102
2024
Q3 		$345K Buy
3,203
+17
+0.5% +$1.76K 0.31% 110
2024
Q2 		$310K Sell
3,186
-377
-11% -$37.1K 0.3% 110
2024
Q1 		$366K Buy
3,563
+35
+1% +$3.47K 0.36% 96
2023
Q4 		$364K Buy
+3,528
New +$321K 0.41% 89
2022
Q4 		$308K Buy
3,368
+355
+12% +$32.7K 0.44% 87
2022
Q3 		$248K Buy
3,013
+18
+0.6% +$1.67K 0.4% 92
2022
Q2 		$267K Buy
2,995
+100
+3% +$9.59K 0.42% 94
2022
Q1 		$302K Buy
2,895
+123
+4% +$12.5K 0.37% 99
2021
Q4 		$279K Buy
+2,772
New +$291K 0.37% 97

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller's IJS Position: Q2 2026 in Review

Willner & Heller increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.4% in Q2 2026, buying an estimated $1.42K and bringing the position to 2,730 shares worth $373K. The position accounts for 0.23% of the portfolio, ranked #117.

Willner & Heller first reported a position in IJS in Q4 2021 and has held it in 16 quarters since. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Willner & Heller held 2,730 shares of iShares S&P Small-Cap 600 Value ETF worth $373K as of Q2 2026.
  • Willner & Heller bought 11 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.42K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.23% of Willner & Heller's portfolio in Q2 2026, its #117 holding.
  • Willner & Heller first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.