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

Cornerstone National 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	$47.4K	Buy	321 +219	+215%	+$30.1K	0.02%	126
2026 Q1	$12.7K	Hold	102	–	–	﹤0.01%	167
2025 Q4	$12.3K	Hold	102	–	–	﹤0.01%	150
2025 Q3	$12.1K	Hold	102	–	–	﹤0.01%	141
2025 Q2	$11.1K	Hold	102	–	–	﹤0.01%	141
2025 Q1	$10.7K	Hold	102	–	–	﹤0.01%	139
2024 Q4	$11.8K	Hold	102	–	–	0.01%	133
2024 Q3	$11.9K	Buy	+102	New	+$11.5K	0.01%	131

Other funds holding IJR

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

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

Cornerstone National Bank & Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 215% in Q2 2026, buying an estimated $30.1K and bringing the position to 321 shares worth $47.4K. The position accounts for 0.02% of the portfolio, ranked #126.

Cornerstone National Bank & Trust first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 1,509 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cornerstone National Bank & Trust held 321 shares of iShares Core S&P Small-Cap ETF worth $47.4K as of Q2 2026.
Cornerstone National Bank & Trust bought 219 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $30.1K.
iShares Core S&P Small-Cap ETF made up 0.02% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #126 holding.
Cornerstone National Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,509 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.