Amarillo National Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Amarillo National 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 Q2	$219K	Buy	+1,480	New	+$203K	0.04%	89
2025 Q4	–	Sell	-2,080	Closed	-$247K	–	82
2025 Q3	$247K	Sell	2,080 -41	-2%	-$4.71K	0.04%	71
2025 Q2	$232K	Hold	2,121	–	–	0.04%	71
2025 Q1	$222K	Hold	2,121	–	–	0.04%	78
2024 Q4	$244K	Hold	2,121	–	–	0.04%	78
2024 Q3	$248K	Hold	2,121	–	–	0.05%	82
2024 Q2	$226K	Buy	2,121 +45	+2%	+$4.82K	0.04%	83
2024 Q1	$229K	Hold	2,076	–	–	0.04%	89
2023 Q4	$225K	Buy	+2,076	New	+$200K	0.04%	94
2023 Q3	–	Sell	-2,076	Closed	-$207K	–	98
2023 Q2	$207K	Hold	2,076	–	–	0.04%	93
2023 Q1	$201K	Buy	+2,076	New	+$208K	0.04%	99
2022 Q2	–	Sell	-2,099	Closed	-$226K	–	107
2022 Q1	$226K	Sell	2,099 -4	-0.2%	-$432	0.04%	97
2021 Q4	$241K	Sell	2,103 -1,588	-43%	-$181K	0.05%	97
2021 Q3	$403K	Buy	3,691 +7	+0.2%	+$771	0.08%	76
2021 Q2	$416K	Hold	3,684	–	–	0.12%	71
2021 Q1	$400K	Hold	3,684	–	–	0.1%	74
2020 Q4	$339K	Hold	3,684	–	–	0.09%	67
2020 Q3	$259K	Sell	3,684 -568	-13%	-$40.7K	0.1%	74
2020 Q2	$290K	Hold	4,252	–	–	0.12%	73
2020 Q1	$239K	Hold	4,252	–	–	0.1%	74
2019 Q4	$357K	Hold	4,252	–	–	0.12%	70
2019 Q3	$331K	Hold	4,252	–	–	0.13%	70
2019 Q2	$333K	Buy	4,252 +568	+15%	+$44.1K	0.13%	68
2019 Q1	$284K	Hold	3,684	–	–	0.11%	72
2018 Q4	$255K	Hold	3,684	–	–	0.14%	71
2018 Q3	$321K	Hold	3,684	–	–	0.15%	70
2018 Q2	$307K	Sell	3,684 -459	-11%	-$37.4K	0.16%	67
2018 Q1	$319K	Hold	4,143	–	–	0.17%	62
2017 Q4	$318K	Sell	4,143 -5,315	-56%	-$401K	0.11%	64
2017 Q3	$702K	Hold	9,458	–	–	0.24%	42
2017 Q2	$663K	Buy	9,458 +50	+0.5%	+$3.46K	0.23%	42
2017 Q1	$651K	Hold	9,408	–	–	0.23%	44
2016 Q4	$647K	Sell	9,408 -36	-0.4%	-$2.32K	0.24%	44
2016 Q3	$586K	Hold	9,444	–	–	0.25%	46
2016 Q2	$549K	Hold	9,444	–	–	0.25%	45
2016 Q1	$532K	Hold	9,444	–	–	0.38%	41
2015 Q4	$520K	Hold	9,444	–	–	0.37%	41
2015 Q3	$503K	Sell	9,444 -600	-6%	-$34K	0.25%	71
2015 Q2	$592K	Hold	10,044	–	–	0.38%	71
2015 Q1	$593K	Hold	10,044	–	–	0.42%	71
2014 Q4	$573K	Hold	10,044	–	–	0.38%	88
2014 Q3	$524K	Hold	10,044	–	–	0.36%	92
2014 Q2	$563K	Hold	10,044	–	–	0.39%	87
2014 Q1	$553K	Sell	10,044 -100	-1%	-$5.41K	0.45%	83
2013 Q4	$554K	Buy	10,144 +100	+1%	+$5.23K	0.46%	83
2013 Q3	$501K	Hold	10,044	–	–	0.43%	88
2013 Q2	$454K	Buy	+10,044	New	+$445K	0.4%	95

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Amarillo National Bank's IJR Position: Q2 2026 in Review

Amarillo National Bank opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,480 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #89 among its holdings. This is a return to the name: Amarillo National Bank previously reported a position in IJR as recently as Q3 2025.

Amarillo National Bank first reported a position in IJR in Q2 2013 and has held it in 47 quarters since. The position peaked at $702K in Q3 2017. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Amarillo National Bank held 1,480 shares of iShares Core S&P Small-Cap ETF worth $219K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Amarillo National Bank position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Amarillo National Bank's portfolio in Q2 2026, its #89 holding.
Amarillo National Bank first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 47 quarters since.
Amarillo National Bank's iShares Core S&P Small-Cap ETF position peaked at $702K in Q3 2017.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Amarillo National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.