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

First County 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	$2.44M	Buy	16,454 +890	+6%	+$122K	1.15%	21
2026 Q1	$1.93M	Sell	15,564 -500	-3%	-$63.5K	1.03%	24
2025 Q4	$1.93M	Sell	16,064 -745	-4%	-$89.1K	1.01%	23
2025 Q3	$2M	Hold	16,809	–	–	1.02%	23
2025 Q2	$1.84M	Sell	16,809 -875	-5%	-$90.4K	0.99%	27
2025 Q1	$1.85M	Buy	17,684 +275	+2%	+$31K	1.02%	25
2024 Q4	$2.01M	Buy	17,409 +3,475	+25%	+$415K	1.12%	20
2024 Q3	$1.63M	Hold	13,934	–	–	0.8%	34
2024 Q2	$1.49M	Sell	13,934 -470	-3%	-$50.3K	0.76%	38
2024 Q1	$1.59M	Sell	14,404 -4,243	-23%	-$451K	0.78%	41
2023 Q4	$2.02M	Sell	18,647 -150	-0.8%	-$14.5K	0.98%	27
2023 Q3	$1.77M	Buy	18,797 +3,841	+26%	+$384K	0.92%	32
2023 Q2	$1.49M	Buy	14,956 +906	+6%	+$86.3K	0.72%	46
2023 Q1	$1.36M	Sell	14,050 -1,036	-7%	-$104K	0.67%	45
2022 Q4	$1.43M	Buy	+15,086	New	+$1.45M	0.68%	44

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

First County Bank's IJR Position: Q2 2026 in Review

First County Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.7% in Q2 2026, buying an estimated $122K and bringing the position to 16,454 shares worth $2.44M. The position accounts for 1.15% of the portfolio, ranked #21.

First County Bank first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 539 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

First County Bank held 16,454 shares of iShares Core S&P Small-Cap ETF worth $2.44M as of Q2 2026.
First County Bank bought 890 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $122K.
iShares Core S&P Small-Cap ETF made up 1.15% of First County Bank's portfolio in Q2 2026, its #21 holding.
First County Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
539 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.