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

First 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 		$18.2M Buy
122,888
+8
+0% +$1.1K 2.68% 7
2026
Q1 		$15.3M Buy
122,880
+2,059
+2% +$262K 2.46% 7
2025
Q4 		$14.5M Sell
120,821
-20
-0% -$2.39K 2.37% 8
2025
Q3 		$14.4M Sell
120,841
-6,315
-5% -$726K 2.42% 7
2025
Q2 		$13.9M Buy
127,156
+3,063
+2% +$317K 2.48% 7
2025
Q1 		$13M Buy
124,093
+9,362
+8% +$1.06M 2.51% 7
2024
Q4 		$13.2M Buy
114,731
+326
+0.3% +$38.9K 2.54% 8
2024
Q3 		$13.4M Buy
114,405
+210
+0.2% +$23.7K 2.54% 7
2024
Q2 		$12.2M Buy
114,195
+2,095
+2% +$224K 2.48% 8
2024
Q1 		$12.4M Buy
112,100
+3,651
+3% +$388K 2.56% 7
2023
Q4 		$11.7M Sell
108,449
-784
-0.7% -$75.6K 2.83% 7
2023
Q3 		$10.3M Buy
109,233
+4,150
+4% +$415K 2.7% 7
2023
Q2 		$10.5M Hold
105,083
– – 2.65% 7
2023
Q1 		$10.2M Hold
105,083
– – 2.69% 6
2022
Q4 		$9.95M Buy
105,083
+897
+0.9% +$86K 2.76% 6
2022
Q3 		$9.08M Hold
104,186
– – 3.34% 5
2022
Q2 		$9.63M Buy
104,186
+2,268
+2% +$226K 3.13% 5
2022
Q1 		$11M Buy
101,918
+40,999
+67% +$4.42M 3.39% 5
2021
Q4 		$6.98M Sell
60,919
-69
-0.1% -$7.86K 2.93% 5
2021
Q3 		$6.66M Buy
+60,988
New +$6.72M 3.04% 6
2021
Q2 		– Sell
-54,337
Closed -$5.9M – 415
2021
Q1 		$5.9M Buy
+54,337
New +$5.69M 2.97% 4

Other funds holding IJR

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
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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

First Bank & Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.01% in Q2 2026, buying an estimated $1.1K and bringing the position to 122,888 shares worth $18.2M. The position accounts for 2.68% of the portfolio, ranked #7.

First Bank & Trust first reported a position in IJR in Q1 2021 and has held it in 21 quarters since. 747 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • First Bank & Trust held 122,888 shares of iShares Core S&P Small-Cap ETF worth $18.2M as of Q2 2026.
  • First Bank & Trust bought 8 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.1K.
  • iShares Core S&P Small-Cap ETF made up 2.68% of First Bank & Trust's portfolio in Q2 2026, its #7 holding.
  • First Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.