KFP
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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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return