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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Inspire Trust Company's IJR Position: Q1 2026 in Review

Inspire Trust Company opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 1,855 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings. This is a return to the name: Inspire Trust Company previously reported a position in IJR as recently as Q1 2025.

Inspire Trust Company first reported a position in IJR in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.32M in Q2 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Inspire Trust Company held 1,855 shares of iShares Core S&P Small-Cap ETF worth $231K as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Inspire Trust Company position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Inspire Trust Company's portfolio in Q1 2026, its #106 holding.
Inspire Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
Inspire Trust Company's iShares Core S&P Small-Cap ETF position peaked at $3.32M in Q2 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.