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

AMG National Trust 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 		$4.74M Sell
31,953
-4,147
-11% -$569K 0.1% 121
2026
Q1 		$4.49M Buy
36,100
+5,783
+19% +$735K 0.1% 136
2025
Q4 		$3.64M Sell
30,317
-1,157
-4% -$138K 0.09% 142
2025
Q3 		$3.74M Sell
31,474
-637
-2% -$73.3K 0.09% 129
2025
Q2 		$3.51M Sell
32,111
-570
-2% -$58.9K 0.09% 129
2025
Q1 		$3.42M Buy
32,681
+852
+3% +$96.1K 0.1% 131
2024
Q4 		$3.66M Buy
31,829
+396
+1% +$47.3K 0.1% 124
2024
Q3 		$3.68M Sell
31,433
-2,593
-8% -$293K 0.1% 135
2024
Q2 		$3.63M Buy
34,026
+5,600
+20% +$599K 0.1% 142
2024
Q1 		$3.14M Sell
28,426
-621
-2% -$65.9K 0.09% 143
2023
Q4 		$3.14M Buy
29,047
+3,900
+16% +$376K 0.1% 137
2023
Q3 		$2.37M Buy
25,147
+1,450
+6% +$145K 0.08% 158
2023
Q2 		$2.36M Buy
23,697
+2,996
+14% +$285K 0.08% 158
2023
Q1 		$2M Sell
20,701
-57
-0.3% -$5.7K 0.07% 178
2022
Q4 		$1.96M Sell
20,758
-3,385
-14% -$325K 0.07% 170
2022
Q3 		$2.1M Buy
24,143
+3,996
+20% +$388K 0.08% 159
2022
Q2 		$1.96M Buy
20,147
+295
+1% +$29.3K 0.07% 172
2022
Q1 		$2.14M Sell
19,852
-30
-0.2% -$3.24K 0.07% 172
2021
Q4 		$2.28M Buy
19,882
+25
+0.1% +$2.85K 0.07% 175
2021
Q3 		$2.17M Buy
19,857
+220
+1% +$24.2K 0.07% 165
2021
Q2 		$2.22M Buy
19,637
+1,665
+9% +$186K 0.07% 166
2021
Q1 		$1.95M Buy
17,972
+235
+1% +$24.6K 0.07% 178
2020
Q4 		$1.63M Buy
17,737
+544
+3% +$44.7K 0.06% 191
2020
Q3 		$1.21M Sell
17,193
-2,118
-11% -$152K 0.05% 205
2020
Q2 		$1.32M Buy
19,311
+15,011
+349% +$948K 0.06% 186
2020
Q1 		$241K Hold
4,300
– – 0.02% 208
2019
Q4 		$361K Hold
4,300
– – 0.02% 212
2019
Q3 		$335K Hold
4,300
– – 0.02% 206
2019
Q2 		$337K Hold
4,300
– – 0.02% 211
2019
Q1 		$332K Hold
4,300
– – 0.02% 209
2018
Q4 		$298K Hold
4,300
– – 0.02% 213
2018
Q3 		$375K Hold
4,300
– – 0.02% 205
2018
Q2 		$359K Hold
4,300
– – 0.02% 203
2018
Q1 		$331K Hold
4,300
– – 0.02% 203
2017
Q4 		$330K Hold
4,300
– – 0.02% 201
2017
Q3 		$319K Hold
4,300
– – 0.02% 200
2017
Q2 		$301K Hold
4,300
– – 0.02% 209
2017
Q1 		$297K Hold
4,300
– – 0.02% 213
2016
Q4 		$296K Hold
4,300
– – 0.02% 207
2016
Q3 		$267K Sell
4,300
-714
-14% -$43.6K 0.02% 217
2016
Q2 		$291K Buy
5,014
+714
+17% +$40.7K 0.03% 218
2016
Q1 		$242K Hold
4,300
– – 0.02% 227
2015
Q4 		$237K Buy
+4,300
New +$242K 0.02% 232

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AMG National Trust Bank's IJR Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, selling an estimated $569K and leaving 31,953 shares worth $4.74M. The position accounts for 0.1% of the portfolio, ranked #121.

AMG National Trust Bank first reported a position in IJR in Q4 2015 and has held it in 43 quarters since. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • AMG National Trust Bank held 31,953 shares of iShares Core S&P Small-Cap ETF worth $4.74M as of Q2 2026.
  • AMG National Trust Bank sold 4,147 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $569K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of AMG National Trust Bank's portfolio in Q2 2026, its #121 holding.
  • AMG National Trust Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.