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

BankPlus Trust Department’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	$575K	Buy	3,877 +464	+14%	+$63.7K	0.13%	122
2026 Q1	$424K	Hold	3,413	–	–	0.11%	129
2025 Q4	$410K	Buy	3,413 +2,781	+440%	+$333K	0.11%	129
2025 Q3	$75.1K	Sell	632 -46	-7%	-$5.29K	0.02%	227
2025 Q2	$74.1K	Sell	678 -400	-37%	-$41.3K	0.02%	211
2025 Q1	$113K	Buy	1,078 +578	+116%	+$65.2K	0.04%	174
2024 Q4	$57.6K	Buy	+500	New	+$59.7K	0.02%	217

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 22.9% 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

BankPlus Trust Department's IJR Position: Q2 2026 in Review

BankPlus Trust Department increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, buying an estimated $63.7K and bringing the position to 3,877 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #122.

BankPlus Trust Department first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

BankPlus Trust Department held 3,877 shares of iShares Core S&P Small-Cap ETF worth $575K as of Q2 2026.
BankPlus Trust Department bought 464 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $63.7K.
iShares Core S&P Small-Cap ETF made up 0.13% of BankPlus Trust Department's portfolio in Q2 2026, its #122 holding.
BankPlus Trust Department first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.