KFI
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Key Financial Inc’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Key Financial Inc’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 		$605K Sell
4,430
-54
-1% -$6.97K 0.1% 167
2026
Q1 		$531K Hold
4,484
– – 0.09% 173
2025
Q4 		$510K Sell
4,484
-244
-5% -$27.3K 0.09% 172
2025
Q3 		$527K Hold
4,728
– – 0.1% 164
2025
Q2 		$470K Hold
4,728
– – 0.09% 171
2025
Q1 		$461K Sell
4,728
-114
-2% -$12K 0.1% 166
2024
Q4 		$526K Sell
4,842
-50
-1% -$5.54K 0.12% 148
2024
Q3 		$527K Hold
4,892
– – 0.12% 149
2024
Q2 		$476K Hold
4,892
– – 0.11% 147
2024
Q1 		$503K Hold
4,892
– – 0.13% 137
2023
Q4 		$504K Hold
4,892
– – 0.14% 121
2023
Q3 		$436K Hold
4,892
– – 0.15% 120
2023
Q2 		$465K Buy
4,892
+527
+12% +$48.2K 0.15% 119
2023
Q1 		$409K Buy
4,365
+869
+25% +$84.9K 0.15% 124
2022
Q4 		$288K Hold
3,496
– – 0.14% 129
2022
Q3 		$288K Sell
3,496
-91
-3% -$8.42K 0.14% 131
2022
Q2 		$323K Hold
3,587
– – 0.17% 108
2022
Q1 		$367K Sell
3,587
-55
-2% -$5.61K 0.18% 107
2021
Q4 		$381K Sell
3,642
-19
-0.5% -$1.99K 0.19% 103
2021
Q3 		$369K Hold
3,661
– – 0.21% 98
2021
Q2 		$369K Sell
3,661
-159
-4% -$16.6K 0.21% 97
2021
Q1 		$385K Sell
3,820
-86
-2% -$8.14K 0.25% 79
2020
Q4 		$318K Buy
3,906
+122
+3% +$8.87K 0.24% 83
2020
Q3 		$232K Buy
3,784
+110
+3% +$6.92K 0.24% 97
2020
Q2 		$218K Sell
3,674
-2,204
-37% -$124K 0.25% 91
2020
Q1 		$293K Sell
5,878
-450
-7% -$31.2K 0.3% 67
2019
Q4 		$509K Buy
+6,328
New +$491K 0.48% 51

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Key Financial Inc's IJS Position: Q2 2026 in Review

Key Financial Inc reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.2% in Q2 2026, selling an estimated $6.97K and leaving 4,430 shares worth $605K. The position accounts for 0.1% of the portfolio, ranked #167.

Key Financial Inc first reported a position in IJS in Q4 2019 and has held it in 27 quarters since. 388 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Key Financial Inc held 4,430 shares of iShares S&P Small-Cap 600 Value ETF worth $605K as of Q2 2026.
  • Key Financial Inc sold 54 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $6.97K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #167 holding.
  • Key Financial Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 388 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.