Welch & Forbes’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Welch & Forbes’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	$270K	Buy	+1,978	New	+$255K	﹤0.01%	350

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

Welch & Forbes's IJS Position: Q2 2026 in Review

Welch & Forbes opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,978 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings.

884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Welch & Forbes held 1,978 shares of iShares S&P Small-Cap 600 Value ETF worth $270K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Welch & Forbes position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #350 holding.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.