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 Q3	$3.95M	Buy	29,006 +165	+0.6%	+$23.9K	1.37%	14
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

YANKCOM Partnership's IJR Position: Q3 2026 in Review

YANKCOM Partnership increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.57% in Q3 2026, buying an estimated $23.9K and bringing the position to 29,006 shares worth $3.95M. The position accounts for 1.37% of the portfolio, ranked #14.

YANKCOM Partnership first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.28M in Q2 2026. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

YANKCOM Partnership held 29,006 shares of iShares Core S&P Small-Cap ETF worth $3.95M as of Q3 2026.
YANKCOM Partnership bought 165 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $23.9K.
iShares Core S&P Small-Cap ETF made up 1.37% of YANKCOM Partnership's portfolio in Q3 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 8 quarters since.
YANKCOM Partnership's iShares Core S&P Small-Cap ETF position peaked at $4.28M in Q2 2026.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.