YIA
IJR icon

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

YHB Investment Advisors’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 		$20.2M Sell
136,354
-330
-0.2% -$45.3K 1.3% 19
2026
Q1 		$17M Sell
136,684
-9,698
-7% -$1.23M 1.22% 17
2025
Q4 		$17.6M Sell
146,382
-10,813
-7% -$1.29M 1.22% 18
2025
Q3 		$18.7M Sell
157,195
-49,577
-24% -$5.7M 1.37% 15
2025
Q2 		$22.6M Buy
206,772
+181
+0.1% +$18.7K 1.74% 11
2025
Q1 		$21.6M Buy
206,591
+185
+0.1% +$20.9K 1.8% 12
2024
Q4 		$23.8M Buy
206,406
+3,976
+2% +$475K 1.95% 12
2024
Q3 		$23.7M Buy
202,430
+9,024
+5% +$1.02M 1.96% 11
2024
Q2 		$20.6M Buy
193,406
+2,835
+1% +$303K 1.78% 12
2024
Q1 		$21.1M Buy
190,571
+11,821
+7% +$1.26M 1.87% 11
2023
Q4 		$19.3M Buy
178,750
+2,726
+2% +$263K 1.87% 11
2023
Q3 		$16.6M Buy
176,024
+3,061
+2% +$306K 1.53% 13
2023
Q2 		$17.2M Buy
172,963
+4,950
+3% +$471K 1.61% 12
2023
Q1 		$16.2M Buy
168,013
+28,232
+20% +$2.82M 1.63% 13
2022
Q4 		$13.2M Buy
139,781
+1,638
+1% +$157K 1.41% 15
2022
Q3 		$12M Buy
138,143
+34,854
+34% +$3.39M 1.34% 15
2022
Q2 		$9.54M Sell
103,289
-833
-0.8% -$82.8K 1.01% 24
2022
Q1 		$11.2M Buy
104,122
+770
+0.7% +$83.1K 0.99% 24
2021
Q4 		$11.8M Buy
103,352
+2,085
+2% +$238K 0.94% 25
2021
Q3 		$11.1M Buy
101,267
+1,255
+1% +$138K 0.95% 26
2021
Q2 		$11.3M Sell
100,012
-151
-0.2% -$16.8K 0.96% 27
2021
Q1 		$11.1M Sell
100,163
-3,100
-3% -$324K 0.96% 27
2020
Q4 		$9.49M Sell
103,263
-642
-0.6% -$52.7K 0.9% 31
2020
Q3 		$7.3M Buy
+103,905
New +$7.45M 0.79% 35

Other funds holding IJR

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

YHB Investment Advisors's IJR Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.24% in Q2 2026, selling an estimated $45.3K and leaving 136,354 shares worth $20.2M. The position accounts for 1.3% of the portfolio, ranked #19.

YHB Investment Advisors first reported a position in IJR in Q3 2020 and has held it in 24 quarters since. The position peaked at $23.8M in Q4 2024. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • YHB Investment Advisors held 136,354 shares of iShares Core S&P Small-Cap ETF worth $20.2M as of Q2 2026.
  • YHB Investment Advisors sold 330 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $45.3K.
  • iShares Core S&P Small-Cap ETF made up 1.3% of YHB Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • YHB Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $23.8M in Q4 2024.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.