ITIM
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Indiana Trust & Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Indiana Trust & Investment Management’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 		$937K Buy
6,321
+141
+2% +$19.4K 0.26% 67
2026
Q1 		$768K Sell
6,180
-214
-3% -$27.2K 0.24% 76
2025
Q4 		$768K Sell
6,394
-1,113
-15% -$133K 0.23% 83
2025
Q3 		$892K Sell
7,507
-47
-0.6% -$5.41K 0.27% 74
2025
Q2 		$826K Sell
7,554
-432
-5% -$44.7K 0.27% 75
2025
Q1 		$835K Buy
7,986
+227
+3% +$25.6K 0.3% 70
2024
Q4 		$894K Sell
7,759
-112
-1% -$13.4K 0.3% 69
2024
Q3 		$921K Sell
7,871
-275
-3% -$31.1K 0.31% 68
2024
Q2 		$869K Sell
8,146
-105
-1% -$11.2K 0.32% 61
2024
Q1 		$912K Buy
8,251
+305
+4% +$32.4K 0.37% 59
2023
Q4 		$860K Sell
7,946
-51
-0.6% -$4.92K 0.39% 63
2023
Q3 		$754K Buy
+7,997
New +$799K 0.38% 64

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

Indiana Trust & Investment Management's IJR Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q2 2026, buying an estimated $19.4K and bringing the position to 6,321 shares worth $937K. The position accounts for 0.26% of the portfolio, ranked #67.

Indiana Trust & Investment Management first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 1,662 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Indiana Trust & Investment Management held 6,321 shares of iShares Core S&P Small-Cap ETF worth $937K as of Q2 2026.
  • Indiana Trust & Investment Management bought 141 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $19.4K.
  • iShares Core S&P Small-Cap ETF made up 0.26% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #67 holding.
  • Indiana Trust & Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,662 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.