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

Hickory Point 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
2026
Q2 		$430K Hold
2,901
– – 0.26% 79
2026
Q1 		$361K Buy
2,901
+393
+16% +$49.9K 0.24% 90
2025
Q4 		$301K Hold
2,508
– – 0.22% 105
2025
Q3 		$298K Hold
2,508
– – 0.22% 102
2025
Q2 		$274K Buy
2,508
+190
+8% +$19.6K 0.22% 102
2025
Q1 		$242K Sell
2,318
-35
-1% -$3.95K 0.21% 106
2024
Q4 		$271K Buy
+2,353
New +$281K 0.24% 102

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

Hickory Point Bank & Trust's IJR Position: Q2 2026 in Review

Hickory Point Bank & Trust held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,901 shares worth $430K. The position accounts for 0.26% of the portfolio, ranked #79.

Hickory Point Bank & Trust first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 1,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hickory Point Bank & Trust held 2,901 shares of iShares Core S&P Small-Cap ETF worth $430K as of Q2 2026.
  • Hickory Point Bank & Trust left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.26% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #79 holding.
  • Hickory Point Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.