AFT Forsyth & Company’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $960K | Sell |
6,500
-3,875
| -37% | -$548K | 0.46% | 49 |
|
|
2026
Q1 | $1.37M | Sell |
10,375
-297
| -3% | -$40.7K | 0.65% | 36 |
|
|
2025
Q4 | $1.4M | Sell |
10,672
-142
| -1% | -$18.5K | 0.61% | 41 |
|
|
2025
Q3 | $1.4M | Buy |
10,814
+5
| +0% | +$640 | 0.67% | 34 |
|
|
2025
Q2 | $1.34M | Buy |
10,809
+5
| +0% | +$588 | 0.68% | 32 |
|
|
2025
Q1 | $1.29M | Buy |
10,804
+5
| +0% | +$626 | 0.7% | 35 |
|
|
2024
Q4 | $1.35M | Sell |
10,799
-144
| -1% | -$18.4K | 0.66% | 36 |
|
|
2024
Q3 | $1.35M | Buy |
10,943
+2
| +0% | +$238 | 0.67% | 35 |
|
|
2024
Q2 | $1.24M | Buy |
10,941
+6
| +0.1% | +$684 | 0.61% | 37 |
|
|
2024
Q1 | $1.29M | Sell |
10,935
-72
| -0.7% | -$8.11K | 0.74% | 35 |
|
|
2023
Q4 | $1.26M | Sell |
11,007
-37
| -0.3% | -$3.81K | 0.79% | 37 |
|
|
2023
Q3 | $1.11M | Sell |
11,044
-50
| -0.5% | -$5.34K | 0.82% | 36 |
|
|
2023
Q2 | $1.19M | Buy |
11,094
+4
| +0% | +$406 | 0.84% | 33 |
|
|
2023
Q1 | $1.14M | Sell |
11,090
-20
| -0.2% | -$2.14K | 0.88% | 31 |
|
|
2022
Q4 | $1.12M | Sell |
11,110
-285
| -3% | -$28.5K | 0.96% | 30 |
|
|
2022
Q3 | $1.03M | Hold |
11,395
| – | – | 0.92% | 32 |
|
|
2022
Q2 | $1.08M | Sell |
11,395
-996
| -8% | -$102K | 0.87% | 32 |
|
|
2022
Q1 | $1.36M | Buy |
12,391
+4
| +0% | +$432 | 0.87% | 32 |
|
|
2021
Q4 | $1.37M | Buy |
12,387
+7
| +0.1% | +$762 | 0.7% | 42 |
|
|
2021
Q3 | $1.28M | Hold |
12,380
| – | – | 0.69% | 48 |
|
|
2021
Q2 | $1.3M | Sell |
12,380
-250
| -2% | -$26.7K | 0.7% | 43 |
|
|
2021
Q1 | $1.29M | Sell |
12,630
-34
| -0.3% | -$3.25K | 0.77% | 35 |
|
|
2020
Q4 | $1.09M | Hold |
12,664
| – | – | 0.68% | 43 |
|
|
2020
Q3 | $854K | Sell |
12,664
-710
| -5% | -$49K | 0.64% | 55 |
|
|
2020
Q2 | $889K | Hold |
13,374
| – | – | 0.75% | 45 |
|
|
2020
Q1 | $734K | Sell |
13,374
-366
| -3% | -$27.5K | 0.74% | 45 |
|
|
2019
Q4 | $1.17M | Sell |
13,740
-400
| -3% | -$32.9K | 0.9% | 35 |
|
|
2019
Q3 | $1.13M | Hold |
14,140
| – | – | 0.93% | 31 |
|
|
2019
Q2 | $1.13M | Hold |
14,140
| – | – | 0.93% | 33 |
|
|
2019
Q1 | $1.11M | Sell |
14,140
-330
| -2% | -$25.6K | 0.96% | 31 |
|
|
2018
Q4 | $1M | Hold |
14,470
| – | – | 1% | 30 |
|
|
2018
Q3 | $1.21M | Hold |
14,470
| – | – | 1% | 31 |
|
|
2018
Q2 | $1.17M | Hold |
14,470
| – | – | 1.03% | 30 |
|
|
2018
Q1 | $1.12M | Hold |
14,470
| – | – | 1.04% | 31 |
|
|
2017
Q4 | $1.16M | Buy |
+14,470
| New | +$1.13M | 1.13% | 30 |
|
|
2013
Q3 | $872K | Hold |
16,148
| – | – | 1.13% | 19 |
|
|
2013
Q2 | $818K | Buy |
+16,148
| New | +$817K | 1.17% | 21 |
|
Other funds holding IJJ
DADC
AFT Forsyth & Company's IJJ Position: Q2 2026 in Review
AFT Forsyth & Company reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 37% in Q2 2026, selling an estimated $548K and leaving 6,500 shares worth $960K. The position accounts for 0.46% of the portfolio, ranked #49.
AFT Forsyth & Company first reported a position in IJJ in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.4M in Q4 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- AFT Forsyth & Company held 6,500 shares of iShares S&P Mid-Cap 400 Value ETF worth $960K as of Q2 2026.
- AFT Forsyth & Company sold 3,875 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $548K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.46% of AFT Forsyth & Company's portfolio in Q2 2026, its #49 holding.
- AFT Forsyth & Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 37 quarters since.
- AFT Forsyth & Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.4M in Q4 2025.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.