Boston Family Office’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Boston Family Office’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	$219K	Sell	1,603 -188	-10%	-$24.3K	0.01%	304
2026 Q1	$212K	Sell	1,791 -139	-7%	-$16.8K	0.01%	303
2025 Q4	$219K	Hold	1,930	–	–	0.01%	298
2025 Q3	$213K	Sell	1,930 -523	-21%	-$55.5K	0.01%	287
2025 Q2	$244K	Hold	2,453	–	–	0.02%	261
2025 Q1	$239K	Sell	2,453 -337	-12%	-$35.6K	0.02%	258
2024 Q4	$303K	Sell	2,790 -482	-15%	-$53.4K	0.02%	234
2024 Q3	$352K	Hold	3,272	–	–	0.02%	224
2024 Q2	$318K	Sell	3,272 -1,312	-29%	-$129K	0.02%	217
2024 Q1	$471K	Sell	4,584 -673	-13%	-$66.8K	0.03%	197
2023 Q4	$542K	Sell	5,257 -600	-10%	-$54.7K	0.04%	183
2023 Q3	$523K	Sell	5,857 -1,308	-18%	-$125K	0.04%	178
2023 Q2	$682K	Hold	7,165	–	–	0.05%	170
2023 Q1	$670K	Sell	7,165 -1,943	-21%	-$190K	0.05%	171
2022 Q4	$832K	Hold	9,108	–	–	0.07%	161
2022 Q3	$750K	Sell	9,108 -1,267	-12%	-$117K	0.07%	166
2022 Q2	$924K	Buy	10,375 +7,600	+274%	+$729K	0.08%	151
2022 Q1	$284K	Hold	2,775	–	–	0.02%	250
2021 Q4	$290K	Buy	+2,775	New	+$291K	0.02%	250

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

Boston Family Office's IJS Position: Q2 2026 in Review

Boston Family Office reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 10% in Q2 2026, selling an estimated $24.3K and leaving 1,603 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #304.

Boston Family Office first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. The position peaked at $924K in Q2 2022. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Boston Family Office held 1,603 shares of iShares S&P Small-Cap 600 Value ETF worth $219K as of Q2 2026.
Boston Family Office sold 188 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $24.3K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Boston Family Office's portfolio in Q2 2026, its #304 holding.
Boston Family Office first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
Boston Family Office's iShares S&P Small-Cap 600 Value ETF position peaked at $924K in Q2 2022.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.