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

First Nebraska 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 Q3	$1.06M	Buy	7,817 +76	+1%	+$11K	0.09%	111
2026 Q2	$1.15M	Buy	7,741 +79	+1%	+$10.8K	0.09%	107
2026 Q1	$952K	Buy	7,662 +655	+9%	+$83.2K	0.09%	108
2025 Q4	$842K	Buy	+7,007	New	+$838K	0.08%	105

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Nebraska Trust's IJR Position: Q3 2026 in Review

First Nebraska Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.98% in Q3 2026, buying an estimated $11K and bringing the position to 7,817 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #111.

First Nebraska Trust first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

First Nebraska Trust held 7,817 shares of iShares Core S&P Small-Cap ETF worth $1.06M as of Q3 2026.
First Nebraska Trust bought 76 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $11K.
iShares Core S&P Small-Cap ETF made up 0.09% of First Nebraska Trust's portfolio in Q3 2026, its #111 holding.
First Nebraska Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
First Nebraska Trust's iShares Core S&P Small-Cap ETF position peaked at $1.15M in Q2 2026.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on First Nebraska Trust's 13F filing for Q3 2026, filed 30 Oct 2026.