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

Financial Gravity Companies’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 		$137 Buy
+1
New +$129 ﹤0.01% 920
2025
Q2 		$99 Buy
+1
New +$94 ﹤0.01% 919
2024
Q4 		$760 Hold
7
– – ﹤0.01% 832
2024
Q3 		$754 Buy
+7
New +$727 ﹤0.01% 561
2018
Q1 		– Sell
-152
Closed -$12K – 1511
2017
Q4 		$12K Buy
+152
New +$11.4K 0.01% 551

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Financial Gravity Companies's IJS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1 share worth $137. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IJS as recently as Q2 2025.

Financial Gravity Companies first reported a position in IJS in Q4 2017 and has held it in 5 quarters since. The position peaked at $12K in Q4 2017. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Financial Gravity Companies held 1 share of iShares S&P Small-Cap 600 Value ETF worth $137 as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #920 holding.
  • Financial Gravity Companies first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's iShares S&P Small-Cap 600 Value ETF position peaked at $12K in Q4 2017.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.