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Whitcomb & Hess’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Whitcomb & Hess’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 		$26.4M Buy
177,798
+3,192
+2% +$438K 5.7% 5
2026
Q1 		$21.7M Buy
174,606
+3,543
+2% +$450K 5.06% 6
2025
Q4 		$21.6M Buy
171,063
+9,301
+6% +$1.11M 5.1% 6
2025
Q3 		$19.2M Buy
161,762
+6,999
+5% +$805K 4.94% 6
2025
Q2 		$16.9M Buy
154,763
+3,492
+2% +$361K 4.77% 7
2025
Q1 		$15.8M Buy
151,271
+3,466
+2% +$391K 4.79% 6
2024
Q4 		$17M Sell
147,805
-1,472
-1% -$176K 5.26% 6
2024
Q3 		$17.5M Sell
149,277
-1,989
-1% -$225K 5.19% 6
2024
Q2 		$16.1M Buy
151,266
+4,972
+3% +$532K 5.03% 6
2024
Q1 		$16.2M Buy
146,294
+2,331
+2% +$248K 5.2% 6
2023
Q4 		$15.6M Buy
143,963
+2,723
+2% +$262K 5.36% 6
2023
Q3 		$13.3M Buy
141,240
+3,028
+2% +$302K 4.98% 7
2023
Q2 		$13.8M Buy
138,212
+1,362
+1% +$130K 5.03% 8
2023
Q1 		$13.2M Buy
136,850
+776
+0.6% +$77.6K 5.01% 8
2022
Q4 		$12.9M Buy
136,074
+1,176
+0.9% +$113K 5.14% 8
2022
Q3 		$11.8M Buy
134,898
+2,421
+2% +$235K 5.3% 9
2022
Q2 		$12.2M Buy
132,477
+4,263
+3% +$424K 5.3% 8
2022
Q1 		$13.8M Buy
128,214
+3,780
+3% +$408K 5.47% 8
2021
Q4 		$13.3M Buy
124,434
+10,646
+9% +$1.21M 5.22% 8
2021
Q3 		$12.4M Buy
113,788
+4,270
+4% +$470K 5.26% 7
2021
Q2 		$12.4M Buy
+109,518
New +$12.2M 5.33% 7

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Whitcomb & Hess's IJR Position: Q2 2026 in Review

Whitcomb & Hess increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $438K and bringing the position to 177,798 shares worth $26.4M. The position accounts for 5.7% of the portfolio, ranked #5.

Whitcomb & Hess first reported a position in IJR in Q2 2021 and has held it in 21 quarters since. 1,856 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Whitcomb & Hess held 177,798 shares of iShares Core S&P Small-Cap ETF worth $26.4M as of Q2 2026.
  • Whitcomb & Hess bought 3,192 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $438K.
  • iShares Core S&P Small-Cap ETF made up 5.7% of Whitcomb & Hess's portfolio in Q2 2026, its #5 holding.
  • Whitcomb & Hess first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,856 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.