Independence Bank of Kentucky’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Independence Bank of Kentucky’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	$274K	Sell	1,850 -47	-2%	-$6.45K	0.03%	252
2026 Q1	$236K	Sell	1,897 -7	-0.4%	-$889	0.03%	260
2025 Q4	$229K	Buy	1,904 +375	+25%	+$44.8K	0.03%	272
2025 Q3	$182K	Sell	1,529 -69	-4%	-$7.94K	0.02%	294
2025 Q2	$175K	Sell	1,598 -105	-6%	-$10.9K	0.02%	296
2025 Q1	$178K	Buy	1,703 +2	+0.1%	+$226	0.03%	288
2024 Q4	$196K	Buy	1,701 +227	+15%	+$27.1K	0.03%	282
2024 Q3	$172K	Buy	1,474 +458	+45%	+$51.7K	0.04%	270
2024 Q2	$108K	Buy	1,016 +996	+4,980%	+$107K	0.03%	293
2024 Q1	$2.21K	Hold	20	–	–	﹤0.01%	505
2023 Q4	$2.17K	Hold	20	–	–	﹤0.01%	499
2023 Q3	$1.89K	Hold	20	–	–	﹤0.01%	467
2023 Q2	$1.99K	Hold	20	–	–	﹤0.01%	483
2023 Q1	$1.93K	Sell	20 -84	-81%	-$8.4K	﹤0.01%	410
2022 Q4	$10K	Buy	+104	New	+$9.97K	﹤0.01%	353
2020 Q3	–	Sell	-76	Closed	-$5K	–	374
2020 Q2	$5K	Hold	76	–	–	﹤0.01%	312
2020 Q1	$4K	Hold	76	–	–	﹤0.01%	318
2019 Q4	$6K	Hold	76	–	–	﹤0.01%	320
2019 Q3	$6K	Hold	76	–	–	﹤0.01%	316
2019 Q2	$6K	Hold	76	–	–	﹤0.01%	283
2019 Q1	$6K	Hold	76	–	–	﹤0.01%	285
2018 Q4	$5K	Hold	76	–	–	﹤0.01%	297
2018 Q3	$7K	Hold	76	–	–	0.01%	293
2018 Q2	$6K	Buy	+76	New	+$6.19K	0.01%	271

Other funds holding IJR

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Independence Bank of Kentucky's IJR Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, selling an estimated $6.45K and leaving 1,850 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #252.

Independence Bank of Kentucky first reported a position in IJR in Q2 2018 and has held it in 24 quarters since. 1,906 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Independence Bank of Kentucky held 1,850 shares of iShares Core S&P Small-Cap ETF worth $274K as of Q2 2026.
Independence Bank of Kentucky sold 47 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.45K.
iShares Core S&P Small-Cap ETF made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #252 holding.
Independence Bank of Kentucky first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 24 quarters since.
1,906 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.