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Welch Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Welch Group’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 		$319K Sell
2,152
-230
-10% -$31.6K 0.01% 240
2026
Q1 		$296K Buy
2,382
+14
+0.6% +$1.78K 0.01% 238
2025
Q4 		$285K Sell
2,368
-568
-19% -$67.9K 0.01% 246
2025
Q3 		$349K Buy
2,936
+1,096
+60% +$126K 0.01% 213
2025
Q2 		$201K Buy
+1,840
New +$190K 0.01% 266
2025
Q1 		– Sell
-2,026
Closed -$233K – 269
2024
Q4 		$233K Hold
2,026
– – 0.01% 236
2024
Q3 		$237K Buy
2,026
+1
+0% +$113 0.01% 234
2024
Q2 		$216K Sell
2,025
-701
-26% -$75K 0.01% 238
2024
Q1 		$301K Sell
2,726
-353
-11% -$37.5K 0.01% 179
2023
Q4 		$333K Sell
3,079
-991
-24% -$95.5K 0.02% 163
2023
Q3 		$384K Sell
4,070
-302
-7% -$30.2K 0.02% 130
2023
Q2 		$436K Sell
4,372
-35
-0.8% -$3.33K 0.03% 119
2023
Q1 		$426K Sell
4,407
-575
-12% -$57.5K 0.02% 120
2022
Q4 		$472K Buy
+4,982
New +$478K 0.03% 121
2022
Q3 		– Sell
-5,106
Closed -$472K – 191
2022
Q2 		$472K Buy
5,106
+1,067
+26% +$106K 0.03% 110
2022
Q1 		$436K Hold
4,039
– – 0.02% 126
2021
Q4 		$463K Buy
4,039
+1,925
+91% +$219K 0.03% 127
2021
Q3 		$231K Sell
2,114
-185
-8% -$20.4K 0.02% 161
2021
Q2 		$260K Sell
2,299
-3,039
-57% -$339K 0.02% 152
2021
Q1 		$579K Buy
5,338
+1,176
+28% +$123K 0.04% 98
2020
Q4 		$382K Buy
+4,162
New +$342K 0.03% 107

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Welch Group's IJR Position: Q2 2026 in Review

Welch Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.7% in Q2 2026, selling an estimated $31.6K and leaving 2,152 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #240.

Welch Group first reported a position in IJR in Q4 2020 and has held it in 21 quarters since. The position peaked at $579K in Q1 2021. 1,358 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Welch Group held 2,152 shares of iShares Core S&P Small-Cap ETF worth $319K as of Q2 2026.
  • Welch Group sold 230 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $31.6K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #240 holding.
  • Welch Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Welch Group's iShares Core S&P Small-Cap ETF position peaked at $579K in Q1 2021.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.