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

First Farmers & Merchants 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
2022 Q3	$2.01M	Sell	23,033 -596	-3%	-$57.9K	2.66%	6
2022 Q2	$2.18M	Sell	23,629 -123	-0.5%	-$12.2K	2.71%	5
2022 Q1	$2.56M	Sell	23,752 -738	-3%	-$79.6K	2.73%	5
2021 Q4	$2.8M	Buy	+24,490	New	+$2.79M	2.79%	6

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Farmers & Merchants Bank Trust's IJR Position: Q3 2022 in Review

First Farmers & Merchants Bank Trust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q3 2022, selling an estimated $57.9K and leaving 23,033 shares worth $2.01M. The position accounts for 2.66% of the portfolio, ranked #6.

First Farmers & Merchants Bank Trust first reported a position in IJR in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.8M in Q4 2021. 1,950 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

First Farmers & Merchants Bank Trust held 23,033 shares of iShares Core S&P Small-Cap ETF worth $2.01M as of Q3 2022.
First Farmers & Merchants Bank Trust sold 596 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $57.9K.
iShares Core S&P Small-Cap ETF made up 2.66% of First Farmers & Merchants Bank Trust's portfolio in Q3 2022, its #6 holding.
First Farmers & Merchants Bank Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
First Farmers & Merchants Bank Trust's iShares Core S&P Small-Cap ETF position peaked at $2.8M in Q4 2021.
1,950 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on First Farmers & Merchants Bank Trust's 13F filing for Q3 2022, filed 31 Oct 2022.