KMG Fiduciary Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

KMG Fiduciary Partners’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	-4,324	Closed	-$478K	–	280
2025 Q3	$478K	Buy	4,324 +2	+0%	+$212	0.03%	233
2025 Q2	$430K	Buy	4,322 +1	+0%	+$94	0.03%	234
2025 Q1	$421K	Buy	4,321 +1	+0%	+$106	0.04%	231
2024 Q4	$469K	Buy	4,320 +348	+9%	+$38.6K	0.04%	219
2024 Q3	$428K	Hold	3,972	–	–	0.04%	220
2024 Q2	$386K	Hold	3,972	–	–	0.04%	198
2024 Q1	$408K	Hold	3,972	–	–	0.04%	186
2023 Q4	$409K	Hold	3,972	–	–	0.05%	185
2023 Q3	$354K	Hold	3,972	–	–	0.05%	186
2023 Q2	$378K	Buy	+3,972	New	+$363K	0.05%	188

Other funds holding IJS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KMG Fiduciary Partners's IJS Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 4,324 shares — an estimated $478K sold.

KMG Fiduciary Partners first reported a position in IJS in Q2 2023 and held it in 10 quarters. The position peaked at $478K in Q3 2025. 839 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

KMG Fiduciary Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 4,324 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $478K.
KMG Fiduciary Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and held it in 10 quarters.
KMG Fiduciary Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $478K in Q3 2025.
839 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.