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

Kingswood Wealth Advisors’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	$778K	Buy	5,693 +243	+4%	+$31.3K	0.03%	483
2026 Q1	$645K	Sell	5,450 -347	-6%	-$41.9K	0.03%	486
2025 Q4	$659K	Buy	5,797 +2,780	+92%	+$312K	0.03%	447
2025 Q3	$334K	Buy	3,017 +107	+4%	+$11.4K	0.02%	589
2025 Q2	$290K	Sell	2,910 -80	-3%	-$7.55K	0.02%	584
2025 Q1	$291K	Buy	2,990 +398	+15%	+$42K	0.03%	559
2024 Q4	$282K	Buy	+2,592	New	+$287K	0.02%	629

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kingswood Wealth Advisors's IJS Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.5% in Q2 2026, buying an estimated $31.3K and bringing the position to 5,693 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #483.

Kingswood Wealth Advisors first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Kingswood Wealth Advisors held 5,693 shares of iShares S&P Small-Cap 600 Value ETF worth $778K as of Q2 2026.
Kingswood Wealth Advisors bought 243 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $31.3K.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #483 holding.
Kingswood Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.