MFC
IJS icon

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

Morris Financial Concepts’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 		$1.08M Sell
7,916
-317
-4% -$40.9K 0.33% 48
2026
Q1 		$975K Sell
8,233
-622
-7% -$75.1K 0.33% 49
2025
Q4 		$1.01M Sell
8,855
-180
-2% -$20.2K 0.35% 47
2025
Q3 		$999K Sell
9,035
-439
-5% -$46.6K 0.36% 46
2025
Q2 		$943K Sell
9,474
-1,285
-12% -$121K 0.37% 46
2025
Q1 		$1.05M Sell
10,759
-1,006
-9% -$106K 0.44% 43
2024
Q4 		$1.28M Sell
11,765
-586
-5% -$65K 0.55% 30
2024
Q3 		$1.33M Sell
12,351
-1,114
-8% -$116K 0.57% 32
2024
Q2 		$1.31M Sell
13,465
-1,166
-8% -$115K 0.63% 30
2024
Q1 		$1.5M Sell
14,631
-1,896
-11% -$188K 0.77% 25
2023
Q4 		$1.7M Buy
16,527
+407
+3% +$37.1K 0.97% 21
2023
Q3 		$1.44M Sell
16,120
-12
-0.1% -$1.14K 0.96% 24
2023
Q2 		$1.53M Buy
16,132
+444
+3% +$40.6K 0.99% 21
2023
Q1 		$1.47M Sell
15,688
-72
-0.5% -$7.04K 1.03% 22
2022
Q4 		$1.44M Sell
15,760
-224
-1% -$20.6K 1.16% 20
2022
Q3 		$1.32M Sell
15,984
-656
-4% -$60.7K 1.36% 16
2022
Q2 		$1.48M Buy
16,640
+488
+3% +$46.8K 1.41% 17
2022
Q1 		$1.65M Buy
16,152
+32
+0.2% +$3.26K 1.38% 18
2021
Q4 		$1.68M Buy
+16,120
New +$1.69M 1.4% 18

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

Morris Financial Concepts's IJS Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.9% in Q2 2026, selling an estimated $40.9K and leaving 7,916 shares worth $1.08M. The position accounts for 0.33% of the portfolio, ranked #48.

Morris Financial Concepts first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Morris Financial Concepts held 7,916 shares of iShares S&P Small-Cap 600 Value ETF worth $1.08M as of Q2 2026.
  • Morris Financial Concepts sold 317 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $40.9K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.33% of Morris Financial Concepts's portfolio in Q2 2026, its #48 holding.
  • Morris Financial Concepts first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares S&P Small-Cap 600 Value ETF position peaked at $1.7M in Q4 2023.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.