GAMCO Investors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

GAMCO Investors’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 Q2	–	Sell	-4,400	Closed	-$547K	–	987
2026 Q1	$547K	Buy	4,400 +85	+2%	+$10.8K	0.01%	750
2025 Q4	$519K	Sell	4,315 -156	-3%	-$18.7K	0.01%	794
2025 Q3	$531K	Sell	4,471 -42	-0.9%	-$4.83K	0.01%	792
2025 Q2	$493K	Buy	+4,513	New	+$467K	﹤0.01%	822

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAMCO Investors's IJR Position: Q2 2026 in Review

GAMCO Investors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 4,400 shares — an estimated $547K sold.

GAMCO Investors first reported a position in IJR in Q2 2025 and held it in 4 quarters. The position peaked at $547K in Q1 2026. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

GAMCO Investors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
GAMCO Investors sold 4,400 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $547K.
GAMCO Investors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and held it in 4 quarters.
GAMCO Investors's iShares Core S&P Small-Cap ETF position peaked at $547K in Q1 2026.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on GAMCO Investors's 13F filing for Q2 2026, filed 12 Aug 2026.