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

Glenview 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 		$104M Buy
700,640
+5,506
+0.8% +$756K 1.44% 19
2026
Q1 		$86.4M Buy
695,134
+8,453
+1% +$1.07M 1.36% 21
2025
Q4 		$82.5M Buy
686,681
+7,493
+1% +$896K 1.27% 22
2025
Q3 		$80.7M Buy
679,188
+5,654
+0.8% +$650K 1.28% 22
2025
Q2 		$73.6M Sell
673,534
-10,170
-1% -$1.05M 1.27% 20
2025
Q1 		$71.5M Buy
683,704
+18,903
+3% +$2.13M 1.39% 19
2024
Q4 		$76.6M Buy
664,801
+9,553
+1% +$1.14M 1.44% 17
2024
Q3 		$76.6M Buy
655,248
+16,458
+3% +$1.86M 1.47% 18
2024
Q2 		$68.1M Buy
638,790
+27,422
+4% +$2.93M 1.37% 19
2024
Q1 		$67.6M Buy
611,368
+20,313
+3% +$2.16M 1.45% 17
2023
Q4 		$64M Buy
591,055
+21,688
+4% +$2.09M 1.57% 16
2023
Q3 		$53.7M Buy
569,367
+21,989
+4% +$2.2M 1.48% 17
2023
Q2 		$54.5M Buy
547,378
+26,202
+5% +$2.49M 1.49% 15
2023
Q1 		$50.4M Buy
521,176
+18,514
+4% +$1.85M 1.51% 14
2022
Q4 		$47.6M Buy
502,662
+78,883
+19% +$7.57M 1.58% 15
2022
Q3 		$36.9M Buy
423,779
+104,467
+33% +$10.1M 1.4% 18
2022
Q2 		$29.5M Buy
319,312
+101,535
+47% +$10.1M 1.08% 20
2022
Q1 		$23.5M Buy
217,777
+23,124
+12% +$2.5M 0.76% 35
2021
Q4 		$22.3M Sell
194,653
-3,125
-2% -$356K 0.74% 39
2021
Q3 		$21.6M Sell
197,778
-3,247
-2% -$358K 0.83% 38
2021
Q2 		$22.7M Buy
201,025
+82
+0% +$9.15K 0.88% 36
2021
Q1 		$21.8M Sell
200,943
-4,921
-2% -$515K 0.94% 33
2020
Q4 		$18.9M Buy
205,864
+2,281
+1% +$187K 0.88% 35
2020
Q3 		$14.3M Buy
203,583
+712
+0.4% +$51K 0.74% 39
2020
Q2 		$13.9M Buy
202,871
+131,565
+185% +$8.31M 0.79% 37
2020
Q1 		$4M Buy
+71,306
New +$5.31M 0.28% 87

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenview Trust's IJR Position: Q2 2026 in Review

Glenview Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.79% in Q2 2026, buying an estimated $756K and bringing the position to 700,640 shares worth $104M. The position accounts for 1.44% of the portfolio, ranked #19.

Glenview Trust first reported a position in IJR in Q1 2020 and has held it in 26 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Glenview Trust held 700,640 shares of iShares Core S&P Small-Cap ETF worth $104M as of Q2 2026.
  • Glenview Trust bought 5,506 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $756K.
  • iShares Core S&P Small-Cap ETF made up 1.44% of Glenview Trust's portfolio in Q2 2026, its #19 holding.
  • Glenview Trust first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.