AFT Forsyth & Company’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

AFT Forsyth & Company’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	$636K	Sell	4,654 -2,670	-36%	-$344K	0.31%	58
2026 Q1	$868K	Buy	7,324 +4	+0.1%	+$483	0.41%	57
2025 Q4	$832K	Buy	7,320 +11	+0.2%	+$1.23K	0.36%	58
2025 Q3	$808K	Buy	7,309 +11	+0.2%	+$1.17K	0.39%	52
2025 Q2	$726K	Buy	7,298 +11	+0.2%	+$1.04K	0.37%	53
2025 Q1	$710K	Buy	7,287 +9	+0.1%	+$950	0.38%	60
2024 Q4	$790K	Buy	7,278 +12	+0.2%	+$1.33K	0.39%	56
2024 Q3	$782K	Buy	7,266 +12	+0.2%	+$1.25K	0.39%	57
2024 Q2	$706K	Buy	7,254 +12	+0.2%	+$1.18K	0.35%	61
2024 Q1	$744K	Buy	7,242 +9	+0.1%	+$893	0.42%	56
2023 Q4	$746K	Buy	7,233 +19	+0.3%	+$1.73K	0.47%	59
2023 Q3	$644K	Hold	7,214	–	–	0.47%	59
2023 Q2	$686K	Buy	7,214 +10	+0.1%	+$914	0.49%	58
2023 Q1	$674K	Buy	7,204 +8	+0.1%	+$782	0.52%	59
2022 Q4	$657K	Buy	7,196 +21	+0.3%	+$1.93K	0.56%	56
2022 Q3	$592K	Hold	7,175	–	–	0.53%	57
2022 Q2	$639K	Sell	7,175 -318	-4%	-$30.5K	0.52%	58
2022 Q1	$767K	Buy	7,493 +7	+0.1%	+$713	0.49%	59
2021 Q4	$782K	Buy	7,486 +76	+1%	+$7.97K	0.4%	75
2021 Q3	$746K	Hold	7,410	–	–	0.4%	78
2021 Q2	$781K	Buy	7,410 +3	+0%	+$314	0.42%	82
2021 Q1	$746K	Buy	7,407 +220	+3%	+$20.8K	0.45%	79
2020 Q4	$584K	Buy	7,187 +65	+0.9%	+$4.72K	0.37%	95
2020 Q3	$436K	Buy	7,122 +2	+0%	+$126	0.32%	94
2020 Q2	$429K	Sell	7,120 -866	-11%	-$48.5K	0.36%	85
2020 Q1	$399K	Sell	7,986 -200	-2%	-$13.9K	0.4%	88
2019 Q4	$658K	Buy	8,186 +4	+0%	+$310	0.5%	68
2019 Q3	$614K	Hold	8,182	–	–	0.51%	68
2019 Q2	$608K	Sell	8,182 -138	-2%	-$10.2K	0.5%	70
2019 Q1	$614K	Buy	8,320 +240	+3%	+$17.7K	0.53%	70
2018 Q4	$533K	Sell	8,080 -50	-0.6%	-$3.71K	0.53%	67
2018 Q3	$679K	Hold	8,130	–	–	0.56%	61
2018 Q2	$664K	Buy	8,130 +70	+0.9%	+$5.6K	0.58%	61
2018 Q1	$608K	Buy	8,060 +22	+0.3%	+$1.69K	0.57%	61
2017 Q4	$617K	Buy	+8,038	New	+$605K	0.6%	56
2013 Q3	$467K	Hold	9,130	–	–	0.61%	63
2013 Q2	$427K	Buy	+9,130	New	+$419K	0.61%	58

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

AFT Forsyth & Company's IJS Position: Q2 2026 in Review

AFT Forsyth & Company reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 36% in Q2 2026, selling an estimated $344K and leaving 4,654 shares worth $636K. The position accounts for 0.31% of the portfolio, ranked #58.

AFT Forsyth & Company first reported a position in IJS in Q2 2013 and has held it in 37 quarters since. The position peaked at $868K in Q1 2026. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

AFT Forsyth & Company held 4,654 shares of iShares S&P Small-Cap 600 Value ETF worth $636K as of Q2 2026.
AFT Forsyth & Company sold 2,670 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $344K.
iShares S&P Small-Cap 600 Value ETF made up 0.31% of AFT Forsyth & Company's portfolio in Q2 2026, its #58 holding.
AFT Forsyth & Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 37 quarters since.
AFT Forsyth & Company's iShares S&P Small-Cap 600 Value ETF position peaked at $868K in Q1 2026.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.