Gilbert & Cook’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gilbert & Cook’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	$1.67M	Sell	11,238 -48	-0.4%	-$6.59K	0.19%	44
2026 Q1	$1.4M	Sell	11,286 -18	-0.2%	-$2.29K	0.18%	45
2025 Q4	$1.36M	Sell	11,304 -58	-0.5%	-$6.94K	0.17%	56
2025 Q3	$1.35M	Sell	11,362 -34	-0.3%	-$3.91K	0.17%	58
2025 Q2	$1.25M	Sell	11,396 -11	-0.1%	-$1.14K	0.17%	58
2025 Q1	$1.19M	Sell	11,407 -152	-1%	-$17.2K	0.17%	54
2024 Q4	$1.33M	Sell	11,559 -196	-2%	-$23.4K	0.19%	47
2024 Q3	$1.37M	Sell	11,755 -204	-2%	-$23K	0.19%	47
2024 Q2	$1.28M	Sell	11,959 -1,110	-8%	-$119K	0.19%	45
2024 Q1	$1.44M	Sell	13,069 -407	-3%	-$43.2K	0.2%	45
2023 Q4	$1.46M	Buy	13,476 +1,491	+12%	+$144K	0.21%	42
2023 Q3	$1.13M	Buy	11,985 +3,397	+40%	+$339K	0.18%	48
2023 Q2	$856K	Sell	8,588 -181	-2%	-$17.2K	0.14%	57
2023 Q1	$848K	Sell	8,769 -478	-5%	-$47.8K	0.15%	55
2022 Q4	$875K	Sell	9,247 -29	-0.3%	-$2.78K	0.16%	49
2022 Q3	$881K	Sell	9,276 -97	-1%	-$9.42K	0.2%	47
2022 Q2	$866K	Buy	9,373 +582	+7%	+$57.9K	0.16%	53
2022 Q1	$948K	Buy	8,791 +71	+0.8%	+$7.66K	0.15%	49
2021 Q4	$999K	Sell	8,720 -527	-6%	-$60.1K	0.16%	49
2021 Q3	$1.01M	Sell	9,247 -148	-2%	-$16.3K	0.18%	42
2021 Q2	$1.06M	Sell	9,395 -305	-3%	-$34K	0.19%	41
2021 Q1	$1.05M	Sell	9,700 -767	-7%	-$80.3K	0.21%	39
2020 Q4	$962K	Sell	10,467 -1,784	-15%	-$147K	0.21%	43
2020 Q3	$860K	Sell	12,251 -39	-0.3%	-$2.79K	0.2%	40
2020 Q2	$839K	Sell	12,290 -2,024	-14%	-$128K	0.21%	40
2020 Q1	$803K	Buy	14,314 +40	+0.3%	+$2.98K	0.24%	38
2019 Q4	$1.2M	Sell	14,274 -16	-0.1%	-$1.29K	0.29%	33
2019 Q3	$1.11M	Buy	14,290 +121	+0.9%	+$9.37K	0.31%	34
2019 Q2	$1.11M	Buy	14,169 +47	+0.3%	+$3.65K	0.32%	35
2019 Q1	$1.09M	Buy	14,122 +107	+0.8%	+$8.22K	0.33%	35
2018 Q4	$972K	Sell	14,015 -1,296	-8%	-$100K	0.34%	35
2018 Q3	$1.34M	Buy	15,311 +854	+6%	+$74.8K	0.41%	36
2018 Q2	$1.21M	Sell	14,457 -240	-2%	-$19.6K	0.41%	34
2018 Q1	$1.13M	Sell	14,697 -1,028	-7%	-$80K	0.4%	35
2017 Q4	$1.21M	Sell	15,725 -462	-3%	-$34.8K	0.42%	30
2017 Q3	$1.2M	Sell	16,187 -501	-3%	-$35.1K	0.44%	30
2017 Q2	$1.17M	Buy	16,688 +293	+2%	+$20.3K	0.41%	31
2017 Q1	$1.13M	Sell	16,395 -1,651	-9%	-$114K	0.47%	29
2016 Q4	$1.24M	Buy	+18,046	New	+$1.16M	0.55%	29

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

Gilbert & Cook's IJR Position: Q2 2026 in Review

Gilbert & Cook reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.43% in Q2 2026, selling an estimated $6.59K and leaving 11,238 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #44.

Gilbert & Cook first reported a position in IJR in Q4 2016 and has held it in 39 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Gilbert & Cook held 11,238 shares of iShares Core S&P Small-Cap ETF worth $1.67M as of Q2 2026.
Gilbert & Cook sold 48 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.59K.
iShares Core S&P Small-Cap ETF made up 0.19% of Gilbert & Cook's portfolio in Q2 2026, its #44 holding.
Gilbert & Cook first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.