First Citizens Bank & Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.1M | Buy |
74,692
+214
| +0.3% | +$29.4K | 0.17% | 86 |
|
|
2026
Q1 | $9.26M | Sell |
74,478
-3,879
| -5% | -$493K | 0.2% | 87 |
|
|
2025
Q4 | $9.42M | Sell |
78,357
-911
| -1% | -$109K | 0.2% | 88 |
|
|
2025
Q3 | $9.42M | Sell |
79,268
-2,000
| -2% | -$230K | 0.2% | 90 |
|
|
2025
Q2 | $8.88M | Sell |
81,268
-29,834
| -27% | -$3.08M | 0.16% | 87 |
|
|
2025
Q1 | $11.6M | Sell |
111,102
-3,694
| -3% | -$417K | 0.3% | 53 |
|
|
2024
Q4 | $13.2M | Sell |
114,796
-7,143
| -6% | -$853K | 0.24% | 44 |
|
|
2024
Q3 | $14.3M | Buy |
121,939
+11,358
| +10% | +$1.28M | 0.31% | 49 |
|
|
2024
Q2 | $11.8M | Sell |
110,581
-1,737
| -2% | -$186K | 0.22% | 56 |
|
|
2024
Q1 | $12.4M | Buy |
112,318
+32,254
| +40% | +$3.42M | 0.24% | 51 |
|
|
2023
Q4 | $8.67M | Sell |
80,064
-17,310
| -18% | -$1.67M | 0.16% | 60 |
|
|
2023
Q3 | $9.19M | Sell |
97,374
-17,660
| -15% | -$1.76M | 0.18% | 52 |
|
|
2023
Q2 | $11.5M | Buy |
115,034
+185
| +0.2% | +$17.6K | 0.21% | 44 |
|
|
2023
Q1 | $11.1M | Sell |
114,849
-5,490
| -5% | -$549K | 0.22% | 37 |
|
|
2022
Q4 | $11.4M | Sell |
120,339
-14,009
| -10% | -$1.34M | 0.35% | 26 |
|
|
2022
Q3 | $11.7M | Sell |
134,348
-5,844
| -4% | -$568K | 0.38% | 24 |
|
|
2022
Q2 | $13M | Sell |
140,192
-19,606
| -12% | -$1.95M | 0.46% | 22 |
|
|
2022
Q1 | $17.2M | Sell |
159,798
-9,737
| -6% | -$1.05M | 0.67% | 21 |
|
|
2021
Q4 | $19.4M | Buy |
169,535
+17,725
| +12% | +$2.02M | 0.76% | 18 |
|
|
2021
Q3 | $16.6M | Buy |
151,810
+669
| +0.4% | +$73.7K | 0.79% | 18 |
|
|
2021
Q2 | $17.1M | Buy |
151,141
+26,348
| +21% | +$2.94M | 0.81% | 18 |
|
|
2021
Q1 | $13.5M | Sell |
124,793
-27,812
| -18% | -$2.91M | 0.64% | 22 |
|
|
2020
Q4 | $14M | Sell |
152,605
-42,821
| -22% | -$3.52M | 0.72% | 18 |
|
|
2020
Q3 | $13.7M | Sell |
195,426
-12,262
| -6% | -$879K | 0.97% | 19 |
|
|
2020
Q2 | $14.2M | Sell |
207,688
-196,773
| -49% | -$12.4M | 1.19% | 17 |
|
|
2020
Q1 | $22.7M | Buy |
404,461
+135,072
| +50% | +$10.1M | 2.74% | 5 |
|
|
2019
Q4 | $22.6M | Buy |
269,389
+8,340
| +3% | +$671K | 2.17% | 7 |
|
|
2019
Q3 | $20.3M | Buy |
261,049
+11,686
| +5% | +$905K | 2.45% | 4 |
|
|
2019
Q2 | $19.5M | Buy |
249,363
+1,619
| +0.7% | +$126K | 2.13% | 6 |
|
|
2019
Q1 | $19.1M | Sell |
247,744
-16,944
| -6% | -$1.3M | 2.13% | 4 |
|
|
2018
Q4 | $18.3M | Buy |
264,688
+27,014
| +11% | +$2.09M | 2.23% | 5 |
|
|
2018
Q3 | $20.7M | Sell |
237,674
-11,537
| -5% | -$1.01M | 2.3% | 4 |
|
|
2018
Q2 | $20.8M | Buy |
249,211
+38,734
| +18% | +$3.16M | 2.55% | 2 |
|
|
2018
Q1 | $16.2M | Buy |
210,477
+6,058
| +3% | +$472K | 2.2% | 2 |
|
|
2017
Q4 | $15.7M | Sell |
204,419
-1,011
| -0.5% | -$76.2K | 2.11% | 3 |
|
|
2017
Q3 | $15.2M | Buy |
205,430
+4,710
| +2% | +$330K | 1.98% | 4 |
|
|
2017
Q2 | $14.1M | Sell |
200,720
-13,326
| -6% | -$923K | 1.81% | 5 |
|
|
2017
Q1 | $14.8M | Sell |
214,046
-16,914
| -7% | -$1.17M | 1.79% | 5 |
|
|
2016
Q4 | $15.9M | Buy |
230,960
+91,918
| +66% | +$5.93M | 1.74% | 6 |
|
|
2016
Q3 | $8.63M | Buy |
139,042
+11,406
| +9% | +$697K | 0.79% | 36 |
|
|
2016
Q2 | $7.42M | Sell |
127,636
-7,250
| -5% | -$413K | 0.66% | 50 |
|
|
2016
Q1 | $7.59M | Sell |
134,886
-22,270
| -14% | -$1.16M | 0.63% | 54 |
|
|
2015
Q4 | $8.65M | Buy |
157,156
+8,920
| +6% | +$503K | 0.63% | 49 |
|
|
2015
Q3 | $7.9M | Sell |
148,236
-23,494
| -14% | -$1.33M | 0.59% | 58 |
|
|
2015
Q2 | $10.1M | Buy |
171,730
+17,652
| +11% | +$1.04M | 0.7% | 44 |
|
|
2015
Q1 | $9.09M | Sell |
154,078
-20,344
| -12% | -$1.17M | 0.63% | 53 |
|
|
2014
Q4 | $9.95M | Sell |
174,422
-42,540
| -20% | -$2.32M | 0.76% | 45 |
|
|
2014
Q3 | $11.3M | Buy |
216,962
+58,314
| +37% | +$3.17M | 0.93% | 38 |
|
|
2014
Q2 | $8.89M | Buy |
158,648
+12,720
| +9% | +$688K | 0.76% | 50 |
|
|
2014
Q1 | $8.04M | Sell |
145,928
-16,946
| -10% | -$916K | 0.73% | 51 |
|
|
2013
Q4 | $8.89M | Sell |
162,874
-21,144
| -11% | -$1.11M | 0.81% | 44 |
|
|
2013
Q3 | $9.18M | Buy |
184,018
+39,168
| +27% | +$1.89M | 0.35% | 72 |
|
|
2013
Q2 | $6.54M | Buy |
+144,850
| New | +$6.41M | 0.27% | 101 |
|
Other funds holding IJR
First Citizens Bank & Trust's IJR Position: Q2 2026 in Review
First Citizens Bank & Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.29% in Q2 2026, buying an estimated $29.4K and bringing the position to 74,692 shares worth $11.1M. The position accounts for 0.17% of the portfolio, ranked #86.
First Citizens Bank & Trust first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.7M in Q1 2020. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- First Citizens Bank & Trust held 74,692 shares of iShares Core S&P Small-Cap ETF worth $11.1M as of Q2 2026.
- First Citizens Bank & Trust bought 214 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $29.4K.
- iShares Core S&P Small-Cap ETF made up 0.17% of First Citizens Bank & Trust's portfolio in Q2 2026, its #86 holding.
- First Citizens Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- First Citizens Bank & Trust's iShares Core S&P Small-Cap ETF position peaked at $22.7M in Q1 2020.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.