Grey Fox Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Grey Fox Wealth Advisors’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	$212K	Buy	+1,554	New	+$200K	0.03%	168
2025 Q4	–	Sell	-1,572	Closed	-$174K	–	363
2025 Q3	$174K	Buy	+1,572	New	+$167K	0.04%	149
2023 Q2	–	Sell	-1,290	Closed	-$121K	–	295
2023 Q1	$121K	Sell	1,290 -20	-2%	-$1.95K	0.07%	124
2022 Q4	$120K	Buy	+1,310	New	+$121K	0.08%	119

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

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

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

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

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

Grey Fox Wealth Advisors's IJS Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,554 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in IJS as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in IJS in Q4 2022 and has held it in 4 quarters since. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Grey Fox Wealth Advisors held 1,554 shares of iShares S&P Small-Cap 600 Value ETF worth $212K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Grey Fox Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 4 quarters since.
889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.