Horizon Bancorp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Horizon Bancorp’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	$2K	Hold	15	–	–	﹤0.01%	179
2026 Q1	$2K	Hold	15	–	–	﹤0.01%	181
2025 Q4	$2K	Hold	15	–	–	﹤0.01%	170
2025 Q3	$2K	Sell	15 -1,300	-99%	-$150K	﹤0.01%	166
2025 Q2	$144K	Buy	1,315 +1,300	+8,667%	+$134K	0.07%	96
2025 Q1	$2K	Hold	15	–	–	﹤0.01%	161
2024 Q4	$2K	Sell	15 -25	-63%	-$2.99K	﹤0.01%	178
2024 Q3	$5K	Sell	40 -18	-31%	-$2.03K	﹤0.01%	191
2024 Q2	$6K	Sell	58 -22	-28%	-$2.35K	﹤0.01%	194
2024 Q1	$9K	Hold	80	–	–	﹤0.01%	190
2023 Q4	$9K	Sell	80 -44	-35%	-$4.24K	﹤0.01%	196
2023 Q3	$12K	Sell	124 -14	-10%	-$1.4K	0.01%	185
2023 Q2	$14K	Buy	+138	New	+$13.1K	0.01%	176

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horizon Bancorp's IJR Position: Q2 2026 in Review

Horizon Bancorp held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Horizon Bancorp first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. The position peaked at $144K in Q2 2025. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Horizon Bancorp held 15 shares of iShares Core S&P Small-Cap ETF worth $2K as of Q2 2026.
Horizon Bancorp left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Horizon Bancorp's portfolio in Q2 2026, its #179 holding.
Horizon Bancorp first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Horizon Bancorp's iShares Core S&P Small-Cap ETF position peaked at $144K in Q2 2025.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Horizon Bancorp's 13F filing for Q2 2026, filed 4 Aug 2026.