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

Davidson Trust Company’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
Q3 		$308K Buy
2,262
+623
+38% +$90.2K 0.12% 152
2026
Q2 		$243K Buy
+1,639
New +$225K 0.09% 168

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Davidson Trust Company's IJR Position: Q3 2026 in Review

Davidson Trust Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 38% in Q3 2026, buying an estimated $90.2K and bringing the position to 2,262 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #152.

Davidson Trust Company first reported a position in IJR in Q2 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Davidson Trust Company held 2,262 shares of iShares Core S&P Small-Cap ETF worth $308K as of Q3 2026.
  • Davidson Trust Company bought 623 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $90.2K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Davidson Trust Company's portfolio in Q3 2026, its #152 holding.
  • Davidson Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.