Inspire Trust Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Inspire Trust Company’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	$275K	Hold	1,855	–	–	0.04%	110
2026 Q1	$231K	Buy	+1,855	New	+$236K	0.04%	106
2025 Q2	–	Sell	-2,643	Closed	-$276K	–	112
2025 Q1	$276K	Sell	2,643 -3,791	-59%	-$428K	0.07%	111
2024 Q4	$741K	Hold	6,434	–	–	0.19%	109
2024 Q3	$753K	Sell	6,434 -24,719	-79%	-$2.79M	0.21%	103
2024 Q2	$3.32M	Buy	+31,153	New	+$3.33M	1.1%	23
2024 Q1	–	Sell	-2,914	Closed	-$315K	–	109
2023 Q4	$315K	Buy	+2,914	New	+$281K	0.33%	77

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

Inspire Trust Company's IJR Position: Q2 2026 in Review

Inspire Trust Company held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,855 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #110.

Inspire Trust Company first reported a position in IJR in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.32M in Q2 2024. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Inspire Trust Company held 1,855 shares of iShares Core S&P Small-Cap ETF worth $275K as of Q2 2026.
Inspire Trust Company left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Inspire Trust Company's portfolio in Q2 2026, its #110 holding.
Inspire Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Inspire Trust Company's iShares Core S&P Small-Cap ETF position peaked at $3.32M in Q2 2024.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.