HWIS
IJR icon

Hancock Whitney Investment Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hancock Whitney Investment Services’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
2022
Q2 		$3.21M Buy
34,699
+679
+2% +$67.5K 2.04% 17
2022
Q1 		$3.67M Sell
34,020
-5,551
-14% -$599K 2.12% 14
2021
Q4 		$4.53M Buy
+39,571
New +$4.51M 0.79% 23

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hancock Whitney Investment Services's IJR Position: Q2 2022 in Review

Hancock Whitney Investment Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2022, buying an estimated $67.5K and bringing the position to 34,699 shares worth $3.21M. The position accounts for 2.04% of the portfolio, ranked #17.

Hancock Whitney Investment Services first reported a position in IJR in Q4 2021 and has held it in 3 quarters since. The position peaked at $4.53M in Q4 2021. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

  • Hancock Whitney Investment Services held 34,699 shares of iShares Core S&P Small-Cap ETF worth $3.21M as of Q2 2022.
  • Hancock Whitney Investment Services bought 679 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $67.5K.
  • iShares Core S&P Small-Cap ETF made up 2.04% of Hancock Whitney Investment Services's portfolio in Q2 2022, its #17 holding.
  • Hancock Whitney Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 3 quarters since.
  • Hancock Whitney Investment Services's iShares Core S&P Small-Cap ETF position peaked at $4.53M in Q4 2021.
  • 1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.