Finward Bancorp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Finward Bancorp’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	$1.5M	Buy	11,052 +410	+4%	+$59.3K	1.11%	24
2026 Q2	$1.58M	Buy	10,642 +340	+3%	+$46.7K	1.2%	22
2026 Q1	$1.28M	Buy	10,302 +705	+7%	+$89.6K	1.02%	27
2025 Q4	$1.15M	Buy	9,597 +267	+3%	+$31.9K	0.9%	30
2025 Q3	$1.11M	Buy	9,330 +840	+10%	+$96.6K	0.84%	31
2025 Q2	$928K	Buy	8,490 +682	+9%	+$70.5K	0.73%	36
2025 Q1	$816K	Sell	7,808 -18	-0.2%	-$2.03K	0.71%	42
2024 Q4	$902K	Buy	+7,826	New	+$935K	0.78%	33

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Finward Bancorp's IJR Position: Q3 2026 in Review

Finward Bancorp increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q3 2026, buying an estimated $59.3K and bringing the position to 11,052 shares worth $1.5M. The position accounts for 1.11% of the portfolio, ranked #24.

Finward Bancorp first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Finward Bancorp held 11,052 shares of iShares Core S&P Small-Cap ETF worth $1.5M as of Q3 2026.
Finward Bancorp bought 410 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $59.3K.
iShares Core S&P Small-Cap ETF made up 1.11% of Finward Bancorp's portfolio in Q3 2026, its #24 holding.
Finward Bancorp first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's iShares Core S&P Small-Cap ETF position peaked at $1.58M in Q2 2026.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.