Money Concepts Capital’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Money Concepts Capital’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	$952K	Buy	6,963 +2,494	+56%	+$322K	0.04%	316
2026 Q1	$529K	Buy	+4,469	New	+$540K	0.03%	377
2025 Q3	–	Sell	-14,319	Closed	-$1.42M	–	481
2025 Q2	$1.42M	Sell	14,319 -2,332	-14%	-$220K	0.1%	194
2025 Q1	$1.62M	Buy	+16,651	New	+$1.76M	0.12%	161
2023 Q1	–	Sell	-1,029	Closed	-$94K	–	1666
2022 Q4	$94K	Buy	1,029 +971	+1,674%	+$89.4K	﹤0.01%	993
2022 Q3	$5K	Sell	58 -670	-92%	-$62K	﹤0.01%	1214
2022 Q2	$66K	Buy	728 +434	+148%	+$41.6K	0.01%	656
2022 Q1	$30K	Buy	294 +236	+407%	+$24.1K	﹤0.01%	1429
2021 Q4	$6K	Buy	+58	New	+$6.08K	﹤0.01%	698
2021 Q1	$6K	Sell	58 -108	-65%	-$10.2K	﹤0.01%	663
2020 Q4	$13K	Buy	+166	New	+$12.1K	﹤0.01%	587

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

Money Concepts Capital's IJS Position: Q2 2026 in Review

Money Concepts Capital increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 56% in Q2 2026, buying an estimated $322K and bringing the position to 6,963 shares worth $952K. The position accounts for 0.04% of the portfolio, ranked #316.

Money Concepts Capital first reported a position in IJS in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.62M in Q1 2025. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Money Concepts Capital held 6,963 shares of iShares S&P Small-Cap 600 Value ETF worth $952K as of Q2 2026.
Money Concepts Capital bought 2,494 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $322K.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #316 holding.
Money Concepts Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 11 quarters since.
Money Concepts Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $1.62M in Q1 2025.
889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.