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

KFG Wealth Management’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
Q4 		– Sell
-9,777
Closed -$1.08M – 222
2025
Q3 		$1.08M Buy
+9,777
New +$1.04M 0.16% 73

Other funds holding IJS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KFG Wealth Management's IJS Position: Q4 2025 in Review

KFG Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 9,777 shares — an estimated $1.08M sold.

KFG Wealth Management first reported a position in IJS in Q3 2025 and held it in 1 quarter. The position peaked at $1.08M in Q3 2025. 840 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

  • KFG Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
  • KFG Wealth Management sold 9,777 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $1.08M.
  • KFG Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 1 quarter.
  • KFG Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.08M in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on KFG Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.