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

Bank & Trust Company’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 		$37.4K Hold
252
– – 0.02% 173
2026
Q1 		$31.3K Hold
252
– – 0.02% 179
2025
Q4 		$30.3K Buy
+252
New +$30.1K 0.02% 180

Other funds holding IJR

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Bank & Trust Company's IJR Position: Q2 2026 in Review

Bank & Trust Company held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 252 shares worth $37.4K. The position accounts for 0.02% of the portfolio, ranked #173.

Bank & Trust Company first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 1,509 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Bank & Trust Company held 252 shares of iShares Core S&P Small-Cap ETF worth $37.4K as of Q2 2026.
  • Bank & Trust Company left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Bank & Trust Company's portfolio in Q2 2026, its #173 holding.
  • Bank & Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,509 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.