Forum Private Client Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Forum Private Client Group’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	$851K	Sell	6,226 -17	-0.3%	-$2.19K	0.25%	41
2026 Q1	$739K	Sell	6,243 -796	-11%	-$96.2K	0.25%	42
2025 Q4	$800K	Sell	7,039 -215	-3%	-$24.1K	0.27%	38
2025 Q3	$802K	Sell	7,254 -74	-1%	-$7.86K	0.29%	39
2025 Q2	$729K	Sell	7,328 -177	-2%	-$16.7K	0.28%	38
2025 Q1	$732K	Sell	7,505 -196	-3%	-$20.7K	0.32%	37
2024 Q4	$836K	Sell	7,701 -198	-3%	-$21.9K	0.37%	34
2024 Q3	$850K	Sell	7,899 -388	-5%	-$40.3K	0.38%	32
2024 Q2	$806K	Sell	8,287 -797	-9%	-$78.3K	0.38%	33
2024 Q1	$933K	Sell	9,084 -225	-2%	-$22.3K	0.45%	32
2023 Q4	$959K	Buy	+9,309	New	+$848K	0.5%	32
2023 Q3	–	Sell	-10,424	Closed	-$991K	–	29
2023 Q2	$991K	Sell	10,424 -8	-0.1%	-$731	0.57%	33
2023 Q1	$976K	Sell	10,432 -138	-1%	-$13.5K	0.62%	33
2022 Q4	$965K	Sell	10,570 -143	-1%	-$13.2K	0.67%	32
2022 Q3	$883K	Buy	10,713 +220	+2%	+$20.4K	0.66%	32
2022 Q2	$934K	Buy	10,493 +1,028	+11%	+$98.6K	0.68%	34
2022 Q1	$969K	Buy	+9,465	New	+$965K	0.75%	31

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

Forum Private Client Group's IJS Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.27% in Q2 2026, selling an estimated $2.19K and leaving 6,226 shares worth $851K. The position accounts for 0.25% of the portfolio, ranked #41.

Forum Private Client Group first reported a position in IJS in Q1 2022 and has held it in 17 quarters since. The position peaked at $991K in Q2 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Forum Private Client Group held 6,226 shares of iShares S&P Small-Cap 600 Value ETF worth $851K as of Q2 2026.
Forum Private Client Group sold 17 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.19K.
iShares S&P Small-Cap 600 Value ETF made up 0.25% of Forum Private Client Group's portfolio in Q2 2026, its #41 holding.
Forum Private Client Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's iShares S&P Small-Cap 600 Value ETF position peaked at $991K in Q2 2023.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.