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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Gravity Companies's IJS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025: 1 share worth $99. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IJS as recently as Q4 2024.

Financial Gravity Companies first reported a position in IJS in Q4 2017 and has held it in 4 quarters since. The position peaked at $12K in Q4 2017. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • Financial Gravity Companies held 1 share of iShares S&P Small-Cap 600 Value ETF worth $99 as of Q2 2025.
  • iShares S&P Small-Cap 600 Value ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #919 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 4 quarters since.
  • Financial Gravity Companies's iShares S&P Small-Cap 600 Value ETF position peaked at $12K in Q4 2017.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.