City National Bank of Florida’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

City National Bank of Florida’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	$11.8M	Buy	79,772 +21,295	+36%	+$2.92M	4.96%	2
2026 Q1	$7.27M	Buy	58,477 +51,834	+780%	+$6.58M	4.33%	2
2025 Q4	$798K	Sell	6,643 -210	-3%	-$25.1K	0.52%	35
2025 Q3	$814K	Buy	6,853 +209	+3%	+$24K	0.54%	38
2025 Q2	$726K	Sell	6,644 -47	-0.7%	-$4.86K	0.53%	37
2025 Q1	$700K	Sell	6,691 -375	-5%	-$42.3K	0.63%	29
2024 Q4	$814K	Buy	+7,066	New	+$844K	0.74%	24

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

City National Bank of Florida's IJR Position: Q2 2026 in Review

City National Bank of Florida increased its iShares Core S&P Small-Cap ETF (IJR) stake by 36% in Q2 2026, buying an estimated $2.92M and bringing the position to 79,772 shares worth $11.8M. The position accounts for 4.96% of the portfolio, ranked #2.

City National Bank of Florida first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,400 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

City National Bank of Florida held 79,772 shares of iShares Core S&P Small-Cap ETF worth $11.8M as of Q2 2026.
City National Bank of Florida bought 21,295 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.92M.
iShares Core S&P Small-Cap ETF made up 4.96% of City National Bank of Florida's portfolio in Q2 2026, its #2 holding.
City National Bank of Florida first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,400 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.