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

Greenfield Savings 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 		$6M Sell
40,453
-145
-0.4% -$19.9K 2.28% 9
2026
Q1 		$5.05M Buy
40,598
+843
+2% +$107K 2.15% 8
2025
Q4 		$4.78M Sell
39,755
-170
-0.4% -$20.3K 2.01% 9
2025
Q3 		$4.74M Buy
39,925
+152
+0.4% +$17.5K 2% 9
2025
Q2 		$4.35M Buy
39,773
+1,425
+4% +$147K 1.97% 13
2025
Q1 		$4.01M Sell
38,348
-2,679
-7% -$302K 1.97% 11
2024
Q4 		$4.73M Buy
41,027
+794
+2% +$94.9K 2.27% 9
2024
Q3 		$4.71M Buy
40,233
+759
+2% +$85.7K 2.23% 6
2024
Q2 		$4.21M Buy
39,474
+1,625
+4% +$174K 2.16% 9
2024
Q1 		$4.18M Buy
37,849
+2,395
+7% +$254K 2.2% 6
2023
Q4 		$3.84M Sell
35,454
-27
-0.1% -$2.6K 2.22% 6
2023
Q3 		$3.35M Buy
+35,481
New +$3.54M 2.1% 7
2023
Q2 		– Sell
-34,372
Closed -$3.32M – 137
2023
Q1 		$3.32M Buy
34,372
+59
+0.2% +$5.9K 2.16% 4
2022
Q4 		$3.25M Sell
34,313
-596
-2% -$57.2K 2.15% 7
2022
Q3 		$3.04M Sell
34,909
-282
-0.8% -$27.4K 2.2% 6
2022
Q2 		$3.25M Buy
+35,191
New +$3.5M 2.18% 5

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Greenfield Savings Bank's IJR Position: Q2 2026 in Review

Greenfield Savings Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.36% in Q2 2026, selling an estimated $19.9K and leaving 40,453 shares worth $6M. The position accounts for 2.28% of the portfolio, ranked #9.

Greenfield Savings Bank first reported a position in IJR in Q2 2022 and has held it in 16 quarters since. 1,637 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Greenfield Savings Bank held 40,453 shares of iShares Core S&P Small-Cap ETF worth $6M as of Q2 2026.
  • Greenfield Savings Bank sold 145 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $19.9K.
  • iShares Core S&P Small-Cap ETF made up 2.28% of Greenfield Savings Bank's portfolio in Q2 2026, its #9 holding.
  • Greenfield Savings Bank first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,637 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.