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Keystone Wealth Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Keystone Wealth Services’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 		$364K Sell
2,662
-36
-1% -$4.64K 0.07% 235
2026
Q1 		$320K Sell
2,698
-358
-12% -$43.2K 0.07% 240
2025
Q4 		$348K Sell
3,056
-4
-0.1% -$448 0.07% 192
2025
Q3 		$338K Hold
3,060
– – 0.07% 230
2025
Q2 		$304K Sell
3,060
-530
-15% -$50.1K 0.07% 231
2025
Q1 		$350K Buy
3,590
+1
+0% +$106 0.09% 188
2024
Q4 		$390K Sell
3,589
-72
-2% -$7.98K 0.1% 174
2024
Q3 		$394K Buy
3,661
+527
+17% +$54.7K 0.11% 169
2024
Q2 		$305K Hold
3,134
– – 0.09% 179
2024
Q1 		$322K Hold
3,134
– – 0.1% 165
2023
Q4 		$323K Sell
3,134
-57
-2% -$5.19K 0.11% 161
2023
Q3 		$285K Sell
3,191
-284
-8% -$27K 0.11% 165
2023
Q2 		$330K Sell
3,475
-1,450
-29% -$133K 0.12% 147
2023
Q1 		$461K Sell
4,925
-185
-4% -$18.1K 0.19% 122
2022
Q4 		$467K Buy
5,110
+209
+4% +$19.2K 0.2% 109
2022
Q3 		$404K Sell
4,901
-3,363
-41% -$311K 0.19% 99
2022
Q2 		$736K Buy
8,264
+4,732
+134% +$454K 0.33% 66
2022
Q1 		$362K Buy
3,532
+18
+0.5% +$1.83K 0.14% 116
2021
Q4 		$367K Buy
+3,514
New +$368K 0.15% 116

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

Keystone Wealth Services's IJS Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.3% in Q2 2026, selling an estimated $4.64K and leaving 2,662 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #235.

Keystone Wealth Services first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. The position peaked at $736K in Q2 2022. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Keystone Wealth Services held 2,662 shares of iShares S&P Small-Cap 600 Value ETF worth $364K as of Q2 2026.
  • Keystone Wealth Services sold 36 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $4.64K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of Keystone Wealth Services's portfolio in Q2 2026, its #235 holding.
  • Keystone Wealth Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's iShares S&P Small-Cap 600 Value ETF position peaked at $736K in Q2 2022.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.