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 Q3	$395K	Hold	2,901	–	–	0.24%	87
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Hickory Point Bank & Trust's IJR Position: Q3 2026 in Review

Hickory Point Bank & Trust held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 2,901 shares worth $395K. The position accounts for 0.24% of the portfolio, ranked #87.

Hickory Point Bank & Trust first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $430K in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Hickory Point Bank & Trust held 2,901 shares of iShares Core S&P Small-Cap ETF worth $395K as of Q3 2026.
Hickory Point Bank & Trust left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.24% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #87 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 8 quarters since.
Hickory Point Bank & Trust's iShares Core S&P Small-Cap ETF position peaked at $430K in Q2 2026.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.