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

ANB 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 		$5.16M Sell
41,469
-58
-0.1% -$7.37K 2.08% 9
2025
Q4 		$4.99M Sell
41,527
-264
-0.6% -$31.6K 1.98% 10
2025
Q3 		$4.97M Sell
41,791
-3,490
-8% -$401K 2.01% 10
2025
Q2 		$4.95M Sell
45,281
-2,022
-4% -$209K 2.22% 8
2025
Q1 		$4.95M Buy
47,303
+172
+0.4% +$19.4K 2.21% 10
2024
Q4 		$5.43M Buy
+47,131
New +$5.63M 2.38% 9

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 $424B AUM 22.94% 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

ANB Bank's IJR Position: Q1 2026 in Review

ANB Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.14% in Q1 2026, selling an estimated $7.37K and leaving 41,469 shares worth $5.16M. The position accounts for 2.08% of the portfolio, ranked #9.

ANB Bank first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.43M in Q4 2024. 2,738 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • ANB Bank held 41,469 shares of iShares Core S&P Small-Cap ETF worth $5.16M as of Q1 2026.
  • ANB Bank sold 58 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $7.37K.
  • iShares Core S&P Small-Cap ETF made up 2.08% of ANB Bank's portfolio in Q1 2026, its #9 holding.
  • ANB Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • ANB Bank's iShares Core S&P Small-Cap ETF position peaked at $5.43M in Q4 2024.
  • 2,738 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on ANB Bank's 13F filing for Q1 2026, filed 6 May 2026.