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

Ames National Corp’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	$3.14M	Buy	21,151 +5	+0%	+$686	1.73%	16
2026 Q1	$2.63M	Buy	21,146 +870	+4%	+$111K	1.58%	17
2025 Q4	$2.44M	Buy	20,276 +2,035	+11%	+$243K	1.43%	19
2025 Q3	$2.17M	Buy	18,241 +1,395	+8%	+$160K	1.29%	20
2025 Q2	$1.84M	Buy	16,846 +1,211	+8%	+$125K	1.19%	20
2025 Q1	$1.63M	Buy	15,635 +1,613	+12%	+$182K	1.1%	24
2024 Q4	$1.62M	Buy	+14,022	New	+$1.68M	1.09%	22

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

Ames National Corp's IJR Position: Q2 2026 in Review

Ames National Corp increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $686 and bringing the position to 21,151 shares worth $3.14M. The position accounts for 1.73% of the portfolio, ranked #16.

Ames National Corp first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ames National Corp held 21,151 shares of iShares Core S&P Small-Cap ETF worth $3.14M as of Q2 2026.
Ames National Corp bought 5 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $686.
iShares Core S&P Small-Cap ETF made up 1.73% of Ames National Corp's portfolio in Q2 2026, its #16 holding.
Ames National Corp first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ames National Corp's 13F filing for Q2 2026, filed 13 Aug 2026.