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Aft Forsyth & Sober’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aft Forsyth & Sober’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.05M Hold
48,675
– – 1.85% 13
2025
Q4 		$5.85M Hold
48,675
– – 1.77% 12
2025
Q3 		$5.78M Sell
48,675
-5,600
-10% -$644K 1.79% 13
2025
Q2 		$5.93M Hold
54,275
– – 2% 11
2025
Q1 		$5.68M Sell
54,275
-40,000
-42% -$4.51M 1.98% 11
2024
Q4 		$10.9M Hold
94,275
– – 3.52% 6
2024
Q3 		$11M Sell
94,275
-520
-0.5% -$58.7K 3.63% 6
2024
Q2 		$10.1M Sell
94,795
-500
-0.5% -$53.5K 3.46% 6
2024
Q1 		$10.5M Sell
95,295
-45,650
-32% -$4.85M 3.71% 5
2023
Q4 		$15.3M Hold
140,945
– – 5.88% 5
2023
Q3 		$13.3M Hold
140,945
– – 5.61% 6
2023
Q2 		$14M Buy
140,945
+16,945
+14% +$1.61M 5.83% 6
2023
Q1 		$12M Sell
124,000
-19,295
-13% -$1.93M 6.06% 5
2022
Q4 		$13.6M Hold
143,295
– – 6.1% 5
2022
Q3 		$12.5M Hold
143,295
– – 6.08% 5
2022
Q2 		$13.2M Sell
143,295
-2,100
-1% -$209K 6.16% 5
2022
Q1 		$15.7M Hold
145,395
– – 6.18% 6
2021
Q4 		$16.6M Hold
145,395
– – 5.84% 5
2021
Q3 		$15.9M Hold
145,395
– – 5.97% 5
2021
Q2 		$16.4M Buy
145,395
+5,120
+4% +$571K 6.18% 5
2021
Q1 		$15.2M Buy
140,275
+104,475
+292% +$10.9M 6.23% 5
2020
Q4 		$3.29M Buy
35,800
+33,275
+1,318% +$2.73M 2.55% 13
2020
Q3 		$177K Hold
2,525
– – 1.37% 17
2020
Q2 		$172K Buy
2,525
+450
+22% +$28.4K 1.22% 18
2020
Q1 		$116K Sell
2,075
-21,350
-91% -$1.59M 1.24% 17
2019
Q4 		$1.96M Buy
+23,425
New +$1.88M 1.8% 12
2016
Q4 		$368K Hold
5,350
– – 0.6% 16
2016
Q3 		$332K Buy
5,350
+200
+4% +$12.2K 0.5% 17
2016
Q2 		$299K Sell
5,150
-1,400
-21% -$79.8K 2.06% 12
2016
Q1 		$369K Sell
6,550
-614,450
-99% -$32.1M 2.87% 12
2015
Q4 		$34.2M Sell
621,000
-22,320
-3% -$1.26M 8.35% 7
2015
Q3 		$34.3M Sell
643,320
-100
-0% -$5.67K 8.54% 6
2015
Q2 		$37.9M Buy
643,420
+3,720
+0.6% +$220K 8.69% 6
2015
Q1 		$37.8M Sell
639,700
-35,000
-5% -$2.01M 8.61% 6
2014
Q4 		$38.5M Buy
674,700
+11,500
+2% +$628K 8.54% 6
2014
Q3 		$34.6M Sell
663,200
-19,000
-3% -$1.03M 7.46% 7
2014
Q2 		$38.2M Buy
682,200
+258,610
+61% +$14M 7.88% 7
2014
Q1 		$23.3M Sell
423,590
-820,540
-66% -$44.4M 10.32% 4
2013
Q4 		$67.9M Buy
1,244,130
+34,830
+3% +$1.82M 13.85% 2
2013
Q3 		$60.3M Buy
1,209,300
+18,300
+2% +$884K 13.34% 2
2013
Q2 		$53.8M Buy
+1,191,000
New +$52.7M 12.58% 3

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aft Forsyth & Sober's IJR Position: Q1 2026 in Review

Aft Forsyth & Sober held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 48,675 shares worth $6.05M. The position accounts for 1.85% of the portfolio, ranked #13.

Aft Forsyth & Sober first reported a position in IJR in Q2 2013 and has held it in 41 quarters since. The position peaked at $67.9M in Q4 2013. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Aft Forsyth & Sober held 48,675 shares of iShares Core S&P Small-Cap ETF worth $6.05M as of Q1 2026.
  • Aft Forsyth & Sober left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 1.85% of Aft Forsyth & Sober's portfolio in Q1 2026, its #13 holding.
  • Aft Forsyth & Sober first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 41 quarters since.
  • Aft Forsyth & Sober's iShares Core S&P Small-Cap ETF position peaked at $67.9M in Q4 2013.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.