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American State Bank (Iowa)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

American State Bank (Iowa)’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 		$1.77M Sell
11,957
-834
-7% -$114K 0.72% 38
2026
Q1 		$1.59M Sell
12,791
-1,005
-7% -$128K 0.76% 42
2025
Q4 		$1.66M Buy
13,796
+674
+5% +$80.6K 0.8% 34
2025
Q3 		$1.56M Sell
13,122
-2,708
-17% -$311K 0.79% 36
2025
Q2 		$1.73M Sell
15,830
-7,864
-33% -$813K 0.96% 27
2025
Q1 		$2.48M Buy
23,694
+1,256
+6% +$142K 1.49% 13
2024
Q4 		$2.59M Buy
22,438
+616
+3% +$73.6K 1.56% 11
2024
Q3 		$2.55M Sell
21,822
-433
-2% -$48.9K 1.55% 11
2024
Q2 		$2.37M Buy
22,255
+804
+4% +$86K 1.52% 12
2024
Q1 		$2.37M Buy
21,451
+708
+3% +$75.2K 1.59% 11
2023
Q4 		$2.25M Buy
20,743
+1,439
+7% +$139K 1.43% 13
2023
Q3 		$1.82M Buy
19,304
+647
+3% +$64.6K 1.31% 15
2023
Q2 		$1.86M Buy
18,657
+206
+1% +$19.6K 1.29% 16
2023
Q1 		$1.78M Buy
18,451
+70
+0.4% +$7K 1.3% 18
2022
Q4 		$1.74M Buy
18,381
+1,993
+12% +$191K 1.34% 16
2022
Q3 		$1.43M Buy
16,388
+1,056
+7% +$103K 1.24% 17
2022
Q2 		$1.42M Buy
15,332
+1,469
+11% +$146K 1.12% 20
2022
Q1 		$1.5M Buy
13,863
+320
+2% +$34.5K 1.04% 22
2021
Q4 		$1.55M Buy
13,543
+636
+5% +$72.5K 1.07% 22
2021
Q3 		$1.41M Buy
12,907
+993
+8% +$109K 1.09% 23
2021
Q2 		$1.35M Buy
11,914
+1,745
+17% +$195K 1.05% 25
2021
Q1 		$1.1M Buy
10,169
+638
+7% +$66.8K 0.94% 30
2020
Q4 		$876K Buy
+9,531
New +$783K 0.83% 38

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

American State Bank (Iowa)'s IJR Position: Q2 2026 in Review

American State Bank (Iowa) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.5% in Q2 2026, selling an estimated $114K and leaving 11,957 shares worth $1.77M. The position accounts for 0.72% of the portfolio, ranked #38.

American State Bank (Iowa) first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q4 2024. 1,159 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • American State Bank (Iowa) held 11,957 shares of iShares Core S&P Small-Cap ETF worth $1.77M as of Q2 2026.
  • American State Bank (Iowa) sold 834 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $114K.
  • iShares Core S&P Small-Cap ETF made up 0.72% of American State Bank (Iowa)'s portfolio in Q2 2026, its #38 holding.
  • American State Bank (Iowa) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • American State Bank (Iowa)'s iShares Core S&P Small-Cap ETF position peaked at $2.59M in Q4 2024.
  • 1,159 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.