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YANKCOM Partnership’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

YANKCOM Partnership’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 		$4.28M Buy
28,841
+596
+2% +$81.8K 1.53% 14
2026
Q1 		$3.51M Buy
28,245
+996
+4% +$127K 1.44% 14
2025
Q4 		$3.27M Buy
27,249
+280
+1% +$33.5K 1.39% 16
2025
Q3 		$3.2M Sell
26,969
-102
-0.4% -$11.7K 1.44% 14
2025
Q2 		$2.96M Buy
27,071
+561
+2% +$58K 1.45% 13
2025
Q1 		$2.77M Sell
26,510
-58
-0.2% -$6.54K 1.52% 12
2024
Q4 		$3.06M Buy
+26,568
New +$3.17M 1.64% 10

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

YANKCOM Partnership's IJR Position: Q2 2026 in Review

YANKCOM Partnership increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q2 2026, buying an estimated $81.8K and bringing the position to 28,841 shares worth $4.28M. The position accounts for 1.53% of the portfolio, ranked #14.

YANKCOM Partnership first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 1,910 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • YANKCOM Partnership held 28,841 shares of iShares Core S&P Small-Cap ETF worth $4.28M as of Q2 2026.
  • YANKCOM Partnership bought 596 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $81.8K.
  • iShares Core S&P Small-Cap ETF made up 1.53% of YANKCOM Partnership's portfolio in Q2 2026, its #14 holding.
  • YANKCOM Partnership first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,910 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.