AFT Forsyth & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.52M | Sell |
28,310
-168
| -0.6% | -$21.3K | 1.66% | 12 |
|
|
2025
Q4 | $3.42M | Sell |
28,478
-12
| -0% | -$1.44K | 1.48% | 13 |
|
|
2025
Q3 | $3.39M | Buy |
28,490
+50
| +0.2% | +$5.75K | 1.62% | 12 |
|
|
2025
Q2 | $3.11M | Sell |
28,440
-495
| -2% | -$51.2K | 1.59% | 15 |
|
|
2025
Q1 | $3.03M | Sell |
28,935
-112
| -0.4% | -$12.6K | 1.63% | 12 |
|
|
2024
Q4 | $3.35M | Sell |
29,047
-525
| -2% | -$62.7K | 1.64% | 12 |
|
|
2024
Q3 | $3.46M | Buy |
29,572
+37
| +0.1% | +$4.18K | 1.71% | 11 |
|
|
2024
Q2 | $3.15M | Buy |
29,535
+1,170
| +4% | +$125K | 1.54% | 13 |
|
|
2024
Q1 | $3.13M | Sell |
28,365
-1,549
| -5% | -$164K | 1.79% | 11 |
|
|
2023
Q4 | $3.24M | Sell |
29,914
-392
| -1% | -$37.8K | 2.04% | 9 |
|
|
2023
Q3 | $2.86M | Sell |
30,306
-60
| -0.2% | -$5.99K | 2.1% | 9 |
|
|
2023
Q2 | $3.03M | Buy |
30,366
+33
| +0.1% | +$3.14K | 2.15% | 10 |
|
|
2023
Q1 | $2.93M | Sell |
30,333
-210
| -0.7% | -$21K | 2.27% | 8 |
|
|
2022
Q4 | $2.89M | Sell |
30,543
-28
| -0.1% | -$2.69K | 2.47% | 6 |
|
|
2022
Q3 | $2.67M | Buy |
30,571
+40
| +0.1% | +$3.88K | 2.38% | 8 |
|
|
2022
Q2 | $2.82M | Sell |
30,531
-314
| -1% | -$31.2K | 2.28% | 8 |
|
|
2022
Q1 | $3.33M | Buy |
30,845
+719
| +2% | +$77.6K | 2.12% | 8 |
|
|
2021
Q4 | $3.45M | Sell |
30,126
-218
| -0.7% | -$24.8K | 1.77% | 10 |
|
|
2021
Q3 | $3.31M | Sell |
30,344
-580
| -2% | -$63.9K | 1.78% | 11 |
|
|
2021
Q2 | $3.49M | Buy |
30,924
+435
| +1% | +$48.5K | 1.87% | 10 |
|
|
2021
Q1 | $3.31M | Sell |
30,489
-134
| -0.4% | -$14K | 1.98% | 9 |
|
|
2020
Q4 | $2.81M | Buy |
30,623
+693
| +2% | +$56.9K | 1.76% | 10 |
|
|
2020
Q3 | $2.1M | Buy |
29,930
+43
| +0.1% | +$3.08K | 1.56% | 11 |
|
|
2020
Q2 | $2.04M | Buy |
29,887
+459
| +2% | +$29K | 1.72% | 10 |
|
|
2020
Q1 | $1.65M | Sell |
29,428
-1,910
| -6% | -$142K | 1.66% | 12 |
|
|
2019
Q4 | $2.63M | Buy |
31,338
+418
| +1% | +$33.6K | 2.01% | 6 |
|
|
2019
Q3 | $2.41M | Buy |
30,920
+25
| +0.1% | +$1.94K | 1.99% | 7 |
|
|
2019
Q2 | $2.42M | Buy |
30,895
+103
| +0.3% | +$8K | 1.99% | 7 |
|
|
2019
Q1 | $2.38M | Buy |
30,792
+508
| +2% | +$39K | 2.06% | 6 |
|
|
2018
Q4 | $2.1M | Sell |
30,284
-99
| -0.3% | -$7.65K | 2.09% | 6 |
|
|
2018
Q3 | $2.65M | Sell |
30,383
-19
| -0.1% | -$1.66K | 2.2% | 8 |
|
|
2018
Q2 | $2.54M | Sell |
30,402
-404
| -1% | -$32.9K | 2.23% | 5 |
|
|
2018
Q1 | $2.37M | Sell |
30,806
-5,610
| -15% | -$437K | 2.21% | 6 |
|
|
2017
Q4 | $2.8M | Buy |
+36,416
| New | +$2.75M | 2.74% | 3 |
|
|
2013
Q3 | $1.83M | Buy |
36,612
+1,530
| +4% | +$73.9K | 2.37% | 5 |
|
|
2013
Q2 | $1.58M | Buy |
+35,082
| New | +$1.55M | 2.26% | 6 |
|
Other funds holding IJR
AFT Forsyth & Company's IJR Position: Q1 2026 in Review
AFT Forsyth & Company reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.59% in Q1 2026, selling an estimated $21.3K and leaving 28,310 shares worth $3.52M. The position accounts for 1.66% of the portfolio, ranked #12.
AFT Forsyth & Company first reported a position in IJR in Q2 2013 and has held it in 36 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- AFT Forsyth & Company held 28,310 shares of iShares Core S&P Small-Cap ETF worth $3.52M as of Q1 2026.
- AFT Forsyth & Company sold 168 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $21.3K.
- iShares Core S&P Small-Cap ETF made up 1.66% of AFT Forsyth & Company's portfolio in Q1 2026, its #12 holding.
- AFT Forsyth & Company first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 36 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.