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

King Wealth Management Group’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 		$1.81M Sell
13,254
-182
-1% -$23.5K 0.2% 50
2026
Q1 		$1.59M Sell
13,436
-444
-3% -$53.6K 0.2% 50
2025
Q4 		$1.58M Sell
13,880
-671
-5% -$75.2K 0.19% 49
2025
Q3 		$1.61M Sell
14,551
-203
-1% -$21.6K 0.2% 47
2025
Q2 		$1.47M Sell
14,754
-383
-3% -$36.2K 0.2% 51
2025
Q1 		$1.48M Sell
15,137
-243
-2% -$25.6K 0.22% 50
2024
Q4 		$1.67M Sell
15,380
-35
-0.2% -$3.88K 0.24% 47
2024
Q3 		$1.66M Sell
15,415
-383
-2% -$39.8K 0.26% 46
2024
Q2 		$1.54M Sell
15,798
-534
-3% -$52.5K 0.26% 45
2024
Q1 		$1.68M Sell
16,332
-266
-2% -$26.4K 0.29% 43
2023
Q4 		$1.71M Buy
16,598
+939
+6% +$85.6K 0.33% 42
2023
Q3 		$1.4M Sell
15,659
-346
-2% -$33K 0.29% 45
2023
Q2 		$1.52M Sell
16,005
-663
-4% -$60.6K 0.31% 44
2023
Q1 		$1.56M Sell
16,668
-290
-2% -$28.3K 0.34% 45
2022
Q4 		$1.55M Sell
16,958
-423
-2% -$39K 0.37% 42
2022
Q3 		$1.43M Buy
17,381
+681
+4% +$63K 0.36% 43
2022
Q2 		$1.49M Buy
16,700
+116
+0.7% +$11.1K 0.36% 43
2022
Q1 		$1.7M Buy
16,584
+1,873
+13% +$191K 0.33% 46
2021
Q4 		$1.54M Buy
+14,711
New +$1.54M 0.29% 50

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

King Wealth Management Group's IJS Position: Q2 2026 in Review

King Wealth Management Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.4% in Q2 2026, selling an estimated $23.5K and leaving 13,254 shares worth $1.81M. The position accounts for 0.2% of the portfolio, ranked #50.

King Wealth Management Group first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • King Wealth Management Group held 13,254 shares of iShares S&P Small-Cap 600 Value ETF worth $1.81M as of Q2 2026.
  • King Wealth Management Group sold 182 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $23.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.2% of King Wealth Management Group's portfolio in Q2 2026, its #50 holding.
  • King Wealth Management Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.