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Iowa State Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Iowa State Bank’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 		$15.2M Buy
102,368
+830
+0.8% +$114K 2.54% 9
2026
Q1 		$12.6M Sell
101,538
-57,114
-36% -$7.26M 2.32% 10
2025
Q4 		$19.1M Sell
158,652
-2,533
-2% -$303K 3.58% 7
2025
Q3 		$19.2M Sell
161,185
-18,724
-10% -$2.15M 3.65% 6
2025
Q2 		$19.7M Buy
179,909
+4,413
+3% +$456K 3.92% 4
2025
Q1 		$18.4M Buy
175,496
+51,757
+42% +$5.84M 3.9% 3
2024
Q4 		$14.3M Buy
123,739
+1,653
+1% +$197K 2.97% 6
2024
Q3 		$14.3M Buy
122,086
+13,958
+13% +$1.58M 2.94% 6
2024
Q2 		$11.5M Buy
108,128
+4,010
+4% +$429K 2.55% 7
2024
Q1 		$11.5M Buy
104,118
+4,332
+4% +$460K 2.55% 8
2023
Q4 		$10.8M Buy
99,786
+475
+0.5% +$45.8K 2.59% 8
2023
Q3 		$9.37M Buy
99,311
+3,992
+4% +$399K 2.43% 8
2023
Q2 		$9.5M Buy
95,319
+130
+0.1% +$12.4K 2.38% 8
2023
Q1 		$9.2M Buy
95,189
+6,662
+8% +$666K 2.31% 9
2022
Q4 		$8.38M Buy
88,527
+2,434
+3% +$233K 2.1% 14
2022
Q3 		$7.51M Buy
86,093
+5,121
+6% +$497K 2.13% 13
2022
Q2 		$7.48M Buy
80,972
+5,959
+8% +$593K 1.99% 14
2022
Q1 		$8.09M Buy
75,013
+29,204
+64% +$3.15M 1.88% 16
2021
Q4 		$5.25M Buy
45,809
+14,785
+48% +$1.68M 1.23% 27
2021
Q3 		$3.39M Buy
31,024
+1,739
+6% +$191K 0.95% 38
2021
Q2 		$3.31M Sell
29,285
-249
-0.8% -$27.8K 0.93% 40
2021
Q1 		$3.21M Buy
29,534
+3,138
+12% +$328K 0.96% 40
2020
Q4 		$2.43M Buy
26,396
+2,339
+10% +$192K 0.8% 48
2020
Q3 		$1.69M Buy
24,057
+5,561
+30% +$399K 0.65% 54
2020
Q2 		$1.26M Buy
18,496
+11,973
+184% +$756K 0.55% 60
2020
Q1 		$366K Buy
6,523
+3,077
+89% +$229K 0.17% 92
2019
Q4 		$289K Buy
+3,446
New +$277K 0.1% 118

Other funds holding IJR

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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Iowa State Bank's IJR Position: Q2 2026 in Review

Iowa State Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.82% in Q2 2026, buying an estimated $114K and bringing the position to 102,368 shares worth $15.2M. The position accounts for 2.54% of the portfolio, ranked #9.

Iowa State Bank first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.7M in Q2 2025. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Iowa State Bank held 102,368 shares of iShares Core S&P Small-Cap ETF worth $15.2M as of Q2 2026.
  • Iowa State Bank bought 830 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $114K.
  • iShares Core S&P Small-Cap ETF made up 2.54% of Iowa State Bank's portfolio in Q2 2026, its #9 holding.
  • Iowa State Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Iowa State Bank's iShares Core S&P Small-Cap ETF position peaked at $19.7M in Q2 2025.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.