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WhitTier Trust Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WhitTier Trust Company’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
Q1 		$41.2M Buy
326,376
+36,923
+13% +$4.69M 0.84% 21
2025
Q4 		$36.1M Sell
289,453
-9,939
-3% -$1.19M 0.75% 28
2025
Q3 		$36M Buy
299,392
+66,150
+28% +$7.61M 0.77% 26
2025
Q2 		$25.5M Buy
233,242
+4,234
+2% +$438K 0.58% 36
2025
Q1 		$23.9M Buy
229,008
+3,977
+2% +$449K 0.6% 37
2024
Q4 		$25.9M Buy
225,031
+6,157
+3% +$736K 0.64% 32
2024
Q3 		$25.6M Buy
218,874
+4,782
+2% +$540K 0.66% 34
2024
Q2 		$22.8M Sell
214,092
-32,433
-13% -$3.47M 0.64% 36
2024
Q1 		$27.2M Buy
246,525
+629
+0.3% +$66.8K 0.78% 25
2023
Q4 		$26.6M Sell
245,896
-11,035
-4% -$1.06M 0.85% 19
2023
Q3 		$24.2M Buy
256,931
+4,998
+2% +$499K 0.86% 19
2023
Q2 		$25.1M Buy
251,933
+1,233
+0.5% +$117K 0.85% 20
2023
Q1 		$24.2M Buy
250,700
+7,489
+3% +$749K 0.89% 21
2022
Q4 		$23M Buy
243,211
+48,113
+25% +$4.61M 0.91% 21
2022
Q3 		$17M Buy
195,098
+7,700
+4% +$748K 0.72% 30
2022
Q2 		$17.3M Buy
187,398
+3,840
+2% +$382K 0.71% 32
2022
Q1 		$19.8M Buy
183,558
+15,037
+9% +$1.62M 0.72% 32
2021
Q4 		$19.3M Sell
168,521
-1,852
-1% -$211K 0.7% 30
2021
Q3 		$18.6M Buy
170,373
+12,440
+8% +$1.37M 0.76% 29
2021
Q2 		$17.8M Buy
157,933
+18,051
+13% +$2.01M 0.74% 29
2021
Q1 		$15.2M Buy
139,882
+2,795
+2% +$293K 0.68% 32
2020
Q4 		$12.6M Buy
137,087
+15,380
+13% +$1.26M 0.63% 38
2020
Q3 		$8.55M Sell
121,707
-24
-0% -$1.72K 0.49% 54
2020
Q2 		$8.31M Sell
121,731
-15,517
-11% -$980K 0.52% 48
2020
Q1 		$7.7M Buy
137,248
+8,211
+6% +$612K 0.59% 42
2019
Q4 		$10.8M Buy
129,037
+2,510
+2% +$202K 0.69% 36
2019
Q3 		$9.85M Buy
126,527
+3,688
+3% +$286K 0.69% 37
2019
Q2 		$9.62M Buy
122,839
+33
+0% +$2.56K 0.68% 40
2019
Q1 		$9.47M Buy
122,806
+24,723
+25% +$1.9M 0.7% 38
2018
Q4 		$6.8M Buy
98,083
+27,867
+40% +$2.15M 0.56% 50
2018
Q3 		$6.13M Buy
70,216
+4,805
+7% +$421K 0.45% 61
2018
Q2 		$5.46M Buy
65,411
+11,477
+21% +$935K 0.43% 63
2018
Q1 		$4.15M Buy
53,934
+27,488
+104% +$2.14M 0.34% 78
2017
Q4 		$2.03M Buy
26,446
+2,485
+10% +$187K 0.17% 128
2017
Q3 		$1.78M Buy
23,961
+750
+3% +$52.6K 0.17% 135
2017
Q2 		$1.63M Buy
23,211
+10,977
+90% +$760K 0.16% 143
2017
Q1 		$846K Sell
12,234
-150
-1% -$10.3K 0.08% 197
2016
Q4 		$852K Buy
12,384
+1,900
+18% +$123K 0.09% 190
2016
Q3 		$651K Hold
10,484
– – 0.07% 208
2016
Q2 		$609K Hold
10,484
– – 0.07% 224
2016
Q1 		$590K Hold
10,484
– – 0.07% 222
2015
Q4 		$577K Buy
10,484
+264
+3% +$14.9K 0.07% 225
2015
Q3 		$545K Sell
10,220
-300
-3% -$17K 0.07% 231
2015
Q2 		$620K Buy
10,520
+974
+10% +$57.6K 0.07% 231
2015
Q1 		$563K Sell
9,546
-172
-2% -$9.86K 0.06% 238
2014
Q4 		$554K Sell
9,718
-46
-0.5% -$2.51K 0.06% 240
2014
Q3 		$509K Buy
9,764
+254
+3% +$13.8K 0.06% 246
2014
Q2 		$533K Hold
9,510
– – 0.06% 244
2014
Q1 		$524K Buy
9,510
+1,230
+15% +$66.5K 0.06% 236
2013
Q4 		$452K Sell
8,280
-110
-1% -$5.75K 0.05% 239
2013
Q3 		$419K Sell
8,390
-1,576
-16% -$76.1K 0.06% 236
2013
Q2 		$450K Buy
+9,966
New +$441K 0.06% 223

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WhitTier Trust Company's IJR Position: Q1 2026 in Review

WhitTier Trust Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q1 2026, buying an estimated $4.69M and bringing the position to 326,376 shares worth $41.2M. The position accounts for 0.84% of the portfolio, ranked #21.

WhitTier Trust Company first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • WhitTier Trust Company held 326,376 shares of iShares Core S&P Small-Cap ETF worth $41.2M as of Q1 2026.
  • WhitTier Trust Company bought 36,923 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $4.69M.
  • iShares Core S&P Small-Cap ETF made up 0.84% of WhitTier Trust Company's portfolio in Q1 2026, its #21 holding.
  • WhitTier Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.