EB
IJR icon

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

Eastern 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 		$2.65M Sell
17,844
-270
-1% -$37.1K 0.04% 142
2026
Q1 		$2.25M Buy
18,114
+1,225
+7% +$156K 0.04% 161
2025
Q4 		$2.03M Buy
16,889
+4,317
+34% +$516K 0.04% 154
2025
Q3 		$1.49M Buy
12,572
+578
+5% +$66.5K 0.03% 163
2025
Q2 		$1.31M Sell
11,994
-663
-5% -$68.5K 0.03% 172
2025
Q1 		$1.32M Sell
12,657
-870
-6% -$98.2K 0.03% 189
2024
Q4 		$1.56M Sell
13,527
-141
-1% -$16.8K 0.03% 180
2024
Q3 		$1.6M Buy
+13,668
New +$1.54M 0.03% 191
2020
Q1 		– Sell
-3,233
Closed -$271K – 186
2019
Q4 		$271K Buy
+3,233
New +$260K 0.02% 163
2013
Q4 		– Sell
-16,000
Closed -$798K – 202
2013
Q3 		$798K Hold
16,000
– – 0.07% 121
2013
Q2 		$722K Buy
+16,000
New +$709K 0.07% 120

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Eastern Bank's IJR Position: Q2 2026 in Review

Eastern Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q2 2026, selling an estimated $37.1K and leaving 17,844 shares worth $2.65M. The position accounts for 0.04% of the portfolio, ranked #142.

Eastern Bank first reported a position in IJR in Q2 2013 and has held it in 11 quarters since. 524 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Eastern Bank held 17,844 shares of iShares Core S&P Small-Cap ETF worth $2.65M as of Q2 2026.
  • Eastern Bank sold 270 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $37.1K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Eastern Bank's portfolio in Q2 2026, its #142 holding.
  • Eastern Bank first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 11 quarters since.
  • 524 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.