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

CoreFirst Bank & Trust’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 		$4.21M Buy
28,403
+362
+1% +$49.7K 2.09% 13
2026
Q1 		$3.49M Sell
28,041
-564
-2% -$71.7K 1.85% 13
2025
Q4 		$3.44M Sell
28,605
-4,043
-12% -$484K 1.86% 14
2025
Q3 		$3.88M Buy
32,648
+1,517
+5% +$174K 2.1% 12
2025
Q2 		$3.4M Buy
31,131
+1,349
+5% +$139K 1.92% 13
2025
Q1 		$3.11M Buy
29,782
+1,430
+5% +$161K 2% 11
2024
Q4 		$3.27M Buy
28,352
+1,395
+5% +$167K 1.94% 11
2024
Q3 		$3.15M Buy
26,957
+2,235
+9% +$253K 1.82% 13
2024
Q2 		$2.64M Buy
24,722
+2,022
+9% +$216K 1.77% 13
2024
Q1 		$2.51M Buy
22,700
+7,928
+54% +$842K 1.57% 15
2023
Q4 		$1.6M Buy
14,772
+3,397
+30% +$327K 1.06% 23
2023
Q3 		$1.07M Buy
11,375
+5,815
+105% +$581K 0.76% 33
2023
Q2 		$554K Buy
5,560
+5,260
+1,753% +$501K 0.39% 62
2023
Q1 		$29K Hold
300
– – 0.02% 259
2022
Q4 		$28.4K Hold
300
– – 0.02% 277
2022
Q3 		$26K Hold
300
– – 0.02% 265
2022
Q2 		$28K Hold
300
– – 0.02% 257
2022
Q1 		$32K Hold
300
– – 0.02% 280
2021
Q4 		$34K Hold
300
– – 0.02% 288
2021
Q3 		$33K Buy
300
+100
+50% +$11K 0.02% 296
2021
Q2 		$23K Buy
+200
New +$22.3K 0.02% 344

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

CoreFirst Bank & Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, buying an estimated $49.7K and bringing the position to 28,403 shares worth $4.21M. The position accounts for 2.09% of the portfolio, ranked #13.

CoreFirst Bank & Trust first reported a position in IJR in Q2 2021 and has held it in 21 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • CoreFirst Bank & Trust held 28,403 shares of iShares Core S&P Small-Cap ETF worth $4.21M as of Q2 2026.
  • CoreFirst Bank & Trust bought 362 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $49.7K.
  • iShares Core S&P Small-Cap ETF made up 2.09% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #13 holding.
  • CoreFirst Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.