Woodmont Investment Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Woodmont Investment Counsel’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	$607K	Hold	4,090	–	–	0.03%	178
2026 Q1	$508K	Buy	4,090 +1,254	+44%	+$159K	0.03%	186
2025 Q4	$341K	Hold	2,836	–	–	0.02%	214
2025 Q3	$337K	Sell	2,836 -117	-4%	-$13.5K	0.02%	214
2025 Q2	$323K	Sell	2,953 -128	-4%	-$13.2K	0.02%	232
2025 Q1	$322K	Buy	3,081 +128	+4%	+$14.4K	0.02%	223
2024 Q4	$340K	Hold	2,953	–	–	0.03%	217
2024 Q3	$345K	Hold	2,953	–	–	0.03%	214
2024 Q2	$315K	Hold	2,953	–	–	0.03%	210
2024 Q1	$326K	Hold	2,953	–	–	0.03%	211
2023 Q4	$320K	Buy	2,953 +749	+34%	+$72.2K	0.03%	199
2023 Q3	$208K	Buy	+2,204	New	+$220K	0.02%	227
2023 Q2	–	Sell	-2,175	Closed	-$210K	–	242
2023 Q1	$210K	Hold	2,175	–	–	0.02%	234
2022 Q4	$206K	Sell	2,175 -3,000	-58%	-$288K	0.02%	245
2022 Q3	$451K	Buy	5,175 +180	+4%	+$17.5K	0.06%	178
2022 Q2	$462K	Hold	4,995	–	–	0.06%	181
2022 Q1	$539K	Buy	+4,995	New	+$539K	0.06%	178
2016 Q4	–	Sell	-1,074	Closed	-$67K	–	396
2016 Q3	$67K	Buy	+1,074	New	+$65.6K	0.02%	231
2016 Q2	–	Sell	-1,074	Closed	-$60K	–	318
2016 Q1	$60K	Hold	1,074	–	–	0.02%	241
2015 Q4	$59K	Hold	1,074	–	–	0.02%	248
2015 Q3	$57K	Buy	1,074 +230	+27%	+$13K	0.02%	248
2015 Q2	$50K	Buy	+844	New	+$49.9K	0.01%	261

Other funds holding IJR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodmont Investment Counsel's IJR Position: Q2 2026 in Review

Woodmont Investment Counsel held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,090 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #178.

Woodmont Investment Counsel first reported a position in IJR in Q2 2015 and has held it in 22 quarters since. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Woodmont Investment Counsel held 4,090 shares of iShares Core S&P Small-Cap ETF worth $607K as of Q2 2026.
Woodmont Investment Counsel left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #178 holding.
Woodmont Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q2 2015 and has held it in 22 quarters since.
2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.