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

Grimes & Company’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 		$444K Buy
3,252
+110
+4% +$14.2K 0.01% 328
2026
Q1 		$372K Buy
3,142
+4
+0.1% +$483 0.01% 333
2025
Q4 		$357K Sell
3,138
-24
-0.8% -$2.69K 0.01% 355
2025
Q3 		$350K Buy
3,162
+29
+0.9% +$3.08K 0.01% 354
2025
Q2 		$312K Sell
3,133
-111
-3% -$10.5K 0.01% 331
2025
Q1 		$316K Buy
3,244
+9
+0.3% +$950 0.01% 286
2024
Q4 		$351K Sell
3,235
-25
-0.8% -$2.77K 0.01% 293
2024
Q3 		$351K Sell
3,260
-45
-1% -$4.67K 0.01% 269
2024
Q2 		$321K Buy
3,305
+235
+8% +$23.1K 0.01% 266
2024
Q1 		$316K Sell
3,070
-722
-19% -$71.7K 0.01% 265
2023
Q4 		$391K Buy
3,792
+27
+0.7% +$2.46K 0.01% 242
2023
Q3 		$336K Buy
3,765
+3
+0.1% +$286 0.01% 232
2023
Q2 		$358K Buy
3,762
+6
+0.2% +$549 0.01% 231
2023
Q1 		$352K Buy
3,756
+5
+0.1% +$489 0.01% 232
2022
Q4 		$343K Buy
+3,751
New +$345K 0.01% 230

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

Grimes & Company's IJS Position: Q2 2026 in Review

Grimes & Company increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.5% in Q2 2026, buying an estimated $14.2K and bringing the position to 3,252 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #328.

Grimes & Company first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Grimes & Company held 3,252 shares of iShares S&P Small-Cap 600 Value ETF worth $444K as of Q2 2026.
  • Grimes & Company bought 110 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $14.2K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #328 holding.
  • Grimes & Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.