Welch Group
IJR icon

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
Q3 		$343K Buy
2,521
+369
+17% +$53.4K 0.01% 237
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Welch Group's IJR Position: Q3 2026 in Review

Welch Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q3 2026, buying an estimated $53.4K and bringing the position to 2,521 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #237.

Welch Group first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $579K in Q1 2021. 1,905 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Welch Group held 2,521 shares of iShares Core S&P Small-Cap ETF worth $343K as of Q3 2026.
  • Welch Group bought 369 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $53.4K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #237 holding.
  • Welch Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Welch Group's iShares Core S&P Small-Cap ETF position peaked at $579K in Q1 2021.
  • 1,905 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.