1SB
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1ST Source Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

1ST Source Bank’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 		$26.5M Buy
213,558
+8,997
+4% +$1.14M 1.37% 14
2025
Q4 		$24.6M Buy
204,561
+2,974
+1% +$356K 1.29% 14
2025
Q3 		$24M Sell
201,587
-5,059
-2% -$582K 1.26% 15
2025
Q2 		$22.6M Sell
206,646
-641
-0.3% -$66.3K 1.25% 12
2025
Q1 		$21.7M Sell
207,287
-2,264
-1% -$255K 1.28% 12
2024
Q4 		$24.1M Sell
209,551
-1,944
-0.9% -$232K 1.38% 12
2024
Q3 		$24.7M Sell
211,495
-3,101
-1% -$350K 1.4% 12
2024
Q2 		$22.9M Sell
214,596
-13,068
-6% -$1.4M 1.34% 12
2024
Q1 		$25.2M Sell
227,664
-11,816
-5% -$1.25M 1.46% 12
2023
Q4 		$25.9M Buy
239,480
+457
+0.2% +$44K 1.57% 11
2023
Q3 		$22.5M Sell
239,023
-1,910
-0.8% -$191K 1.54% 11
2023
Q2 		$24M Buy
240,933
+2,884
+1% +$275K 1.55% 10
2023
Q1 		$23M Buy
238,049
+30,086
+14% +$3.01M 1.53% 11
2022
Q4 		$19.7M Buy
207,963
+62,287
+43% +$5.97M 1.29% 12
2022
Q3 		$12.7M Buy
145,676
+21,767
+18% +$2.11M 0.92% 18
2022
Q2 		$11.4M Buy
123,909
+119,478
+2,696% +$11.9M 0.81% 21
2022
Q1 		$478K Hold
4,431
– – 0.03% 185
2021
Q4 		$507K Hold
4,431
– – 0.03% 180
2021
Q3 		$484K Sell
4,431
-160
-3% -$17.6K 0.03% 177
2021
Q2 		$519K Buy
4,591
+122
+3% +$13.6K 0.03% 173
2021
Q1 		$485K Buy
4,469
+370
+9% +$38.7K 0.03% 172
2020
Q4 		$377K Sell
4,099
-290
-7% -$23.8K 0.03% 187
2020
Q3 		$308K Buy
4,389
+415
+10% +$29.7K 0.03% 189
2020
Q2 		$271K Sell
3,974
-227
-5% -$14.3K 0.02% 194
2020
Q1 		$236K Sell
4,201
-149
-3% -$11.1K 0.02% 193
2019
Q4 		$365K Buy
4,350
+67
+2% +$5.39K 0.03% 183
2019
Q3 		$333K Buy
4,283
+600
+16% +$46.5K 0.03% 180
2019
Q2 		$288K Buy
3,683
+390
+12% +$30.3K 0.02% 193
2019
Q1 		$254K Buy
3,293
+110
+3% +$8.45K 0.02% 201
2018
Q4 		$221K Sell
3,183
-171
-5% -$13.2K 0.02% 201
2018
Q3 		$293K Sell
3,354
-100
-3% -$8.76K 0.02% 188
2018
Q2 		$288K Hold
3,454
– – 0.02% 183
2018
Q1 		$266K Buy
3,454
+130
+4% +$10.1K 0.02% 198
2017
Q4 		$255K Buy
3,324
+230
+7% +$17.3K 0.02% 199
2017
Q3 		$230K Sell
3,094
-35
-1% -$2.45K 0.02% 209
2017
Q2 		$219K Hold
3,129
– – 0.02% 212
2017
Q1 		$216K Sell
3,129
-449
-13% -$31K 0.02% 219
2016
Q4 		$246K Buy
+3,578
New +$231K 0.02% 207
2014
Q2 		– Sell
-4,532
Closed -$250K – 215
2014
Q1 		$250K Buy
+4,532
New +$245K 0.03% 187

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

1ST Source Bank's IJR Position: Q1 2026 in Review

1ST Source Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q1 2026, buying an estimated $1.14M and bringing the position to 213,558 shares worth $26.5M. The position accounts for 1.37% of the portfolio, ranked #14.

1ST Source Bank first reported a position in IJR in Q1 2014 and has held it in 39 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • 1ST Source Bank held 213,558 shares of iShares Core S&P Small-Cap ETF worth $26.5M as of Q1 2026.
  • 1ST Source Bank bought 8,997 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.14M.
  • iShares Core S&P Small-Cap ETF made up 1.37% of 1ST Source Bank's portfolio in Q1 2026, its #14 holding.
  • 1ST Source Bank first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 39 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.