Financial Gravity Asset Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Financial Gravity Asset Management’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 Q1	$118	Hold	1	–	–	﹤0.01%	864
2025 Q4	$114	Hold	1	–	–	﹤0.01%	679
2025 Q3	$111	Buy	+1	New	+$106	﹤0.01%	892
2025 Q1	$682	Buy	+7	New	+$739	﹤0.01%	911
2024 Q2	$5.74K	Sell	59 -26	-31%	-$2.56K	﹤0.01%	573
2024 Q1	$8.76K	Hold	85	–	–	﹤0.01%	493
2023 Q4	$8.76K	Buy	+85	New	+$7.75K	﹤0.01%	506

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Financial Gravity Asset Management's IJS Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 1 share worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Financial Gravity Asset Management first reported a position in IJS in Q4 2023 and has held it in 7 quarters since. The position peaked at $8.76K in Q1 2024. 851 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Financial Gravity Asset Management held 1 share of iShares S&P Small-Cap 600 Value ETF worth $118 as of Q1 2026.
Financial Gravity Asset Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #864 holding.
Financial Gravity Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $8.76K in Q1 2024.
851 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.