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

Country Trust Bank’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 		$48.6K Sell
328
-9
-3% -$1.24K ﹤0.01% 210
2026
Q1 		$41.9K Sell
337
-45
-12% -$5.72K ﹤0.01% 202
2025
Q4 		$45.9K Sell
382
-35
-8% -$4.19K ﹤0.01% 202
2025
Q3 		$49.6K Hold
417
– – ﹤0.01% 198
2025
Q2 		$45.6K Sell
417
-450
-52% -$46.5K ﹤0.01% 206
2025
Q1 		$90.7K Hold
867
– – ﹤0.01% 151
2024
Q4 		$99.9K Sell
867
-170
-16% -$20.3K ﹤0.01% 152
2024
Q3 		$121K Sell
1,037
-186
-15% -$21K ﹤0.01% 140
2024
Q2 		$130K Sell
1,223
-5,816
-83% -$622K ﹤0.01% 133
2024
Q1 		$778K Sell
7,039
-679
-9% -$72.1K 0.02% 93
2023
Q4 		$835K Sell
7,718
-230
-3% -$22.2K 0.02% 94
2023
Q3 		$750K Hold
7,948
– – 0.02% 93
2023
Q2 		$792K Hold
7,948
– – 0.02% 89
2023
Q1 		$769K Buy
7,948
+587
+8% +$58.7K 0.02% 89
2022
Q4 		$697K Sell
7,361
-283
-4% -$27.1K 0.02% 93
2022
Q3 		$666K Hold
7,644
– – 0.02% 90
2022
Q2 		$706K Sell
7,644
-163
-2% -$16.2K 0.02% 89
2022
Q1 		$842K Sell
7,807
-190
-2% -$20.5K 0.02% 93
2021
Q4 		$916K Hold
7,997
– – 0.02% 99
2021
Q3 		$873K Buy
7,997
+107
+1% +$11.8K 0.03% 93
2021
Q2 		$891K Buy
7,890
+37
+0.5% +$4.13K 0.03% 93
2021
Q1 		$852K Buy
7,853
+92
+1% +$9.63K 0.03% 93
2020
Q4 		$713K Buy
7,761
+2,010
+35% +$165K 0.02% 92
2020
Q3 		$404K Buy
+5,751
New +$412K 0.02% 95
2020
Q1 		– Sell
-872
Closed -$73K – 294
2019
Q4 		$73K Hold
872
– – ﹤0.01% 144
2019
Q3 		$68K Sell
872
-33
-4% -$2.56K ﹤0.01% 145
2019
Q2 		$71K Hold
905
– – ﹤0.01% 137
2019
Q1 		$70K Sell
905
-15,651
-95% -$1.2M ﹤0.01% 144
2018
Q4 		$1.15M Buy
16,556
+16,523
+50,070% +$1.28M 0.06% 95
2018
Q3 		$3K Buy
+33
New +$2.89K ﹤0.01% 269
2017
Q1 		– Sell
-100
Closed -$7K – 207
2016
Q4 		$7K Buy
+100
New +$6.45K ﹤0.01% 189
2015
Q4 		– Sell
-440
Closed -$23K – 229
2015
Q3 		$23K Hold
440
– – ﹤0.01% 155
2015
Q2 		$26K Sell
440
-160
-27% -$9.46K ﹤0.01% 165
2015
Q1 		$35K Buy
600
+440
+275% +$25.2K ﹤0.01% 143
2014
Q4 		$9.13K Hold
160
– – ﹤0.01% 167
2014
Q3 		$8.34K Hold
160
– – ﹤0.01% 170
2014
Q2 		$8.97K Buy
+160
New +$8.65K ﹤0.01% 170

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

Country Trust Bank's IJR Position: Q2 2026 in Review

Country Trust Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2026, selling an estimated $1.24K and leaving 328 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Country Trust Bank first reported a position in IJR in Q2 2014 and has held it in 37 quarters since. The position peaked at $1.15M in Q4 2018. 1,318 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Country Trust Bank held 328 shares of iShares Core S&P Small-Cap ETF worth $48.6K as of Q2 2026.
  • Country Trust Bank sold 9 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24K.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #210 holding.
  • Country Trust Bank first reported a position in iShares Core S&P Small-Cap ETF in Q2 2014 and has held it in 37 quarters since.
  • Country Trust Bank's iShares Core S&P Small-Cap ETF position peaked at $1.15M in Q4 2018.
  • 1,318 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.