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Mechanics Bank - Trust Department’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mechanics Bank - Trust Department’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 		$3.74M Buy
25,242
+2,823
+13% +$387K 0.46% 62
2026
Q1 		$2.79M Buy
22,419
+2,823
+14% +$359K 0.39% 69
2025
Q4 		$2.36M Buy
19,596
+813
+4% +$97.2K 0.31% 79
2025
Q3 		$2.23M Sell
18,783
-596
-3% -$68.5K 0.31% 85
2025
Q2 		$2.12M Sell
19,379
-4,519
-19% -$467K 0.3% 84
2025
Q1 		$2.5M Sell
23,898
-2,012
-8% -$227K 0.34% 75
2024
Q4 		$2.99M Buy
25,910
+9
+0% +$1.07K 0.4% 66
2024
Q3 		$3.03M Sell
25,901
-1,645
-6% -$186K 0.4% 64
2024
Q2 		$2.94M Buy
27,546
+743
+3% +$79.5K 0.42% 63
2024
Q1 		$2.96M Sell
26,803
-1,263
-5% -$134K 0.43% 64
2023
Q4 		$3.04M Buy
28,066
+2,459
+10% +$237K 0.47% 58
2023
Q3 		$2.42M Buy
25,607
+3,587
+16% +$358K 0.4% 65
2023
Q2 		$2.19M Sell
22,020
-16
-0.1% -$1.52K 0.35% 71
2023
Q1 		$2.13M Sell
22,036
-157
-0.7% -$15.7K 0.36% 71
2022
Q4 		$2.1M Sell
22,193
-445
-2% -$42.7K 0.36% 78
2022
Q3 		$1.97M Sell
22,638
-207
-0.9% -$20.1K 0.37% 77
2022
Q2 		$2.11M Buy
22,845
+639
+3% +$63.5K 0.38% 74
2022
Q1 		$2.4M Buy
22,206
+5,539
+33% +$598K 0.37% 70
2021
Q4 		$1.91M Hold
16,667
– – 0.28% 86
2021
Q3 		$1.82M Buy
16,667
+940
+6% +$104K 0.29% 84
2021
Q2 		$1.78M Hold
15,727
– – 0.29% 83
2021
Q1 		$1.71M Sell
15,727
-455
-3% -$47.6K 0.29% 82
2020
Q4 		$1.49M Sell
16,182
-592
-4% -$48.6K 0.27% 85
2020
Q3 		$1.18M Hold
16,774
– – 0.23% 89
2020
Q2 		$1.15M Sell
16,774
-2,020
-11% -$128K 0.24% 88
2020
Q1 		$1.05M Sell
18,794
-7,045
-27% -$525K 0.26% 85
2019
Q4 		$2.17M Sell
25,839
-1,045
-4% -$84.1K 0.42% 66
2019
Q3 		$2.09M Buy
26,884
+16,100
+149% +$1.25M 0.42% 67
2019
Q2 		$844K Sell
10,784
-100
-0.9% -$7.76K 0.19% 92
2019
Q1 		$840K Hold
10,884
– – 0.19% 95
2018
Q4 		$754K Buy
10,884
+3,000
+38% +$232K 0.19% 94
2018
Q3 		$688K Sell
7,884
-110
-1% -$9.64K 0.15% 106
2018
Q2 		$667K Sell
7,994
-772
-9% -$62.9K 0.15% 104
2018
Q1 		$675K Sell
8,766
-100
-1% -$7.78K 0.16% 104
2017
Q4 		$681K Hold
8,866
– – 0.15% 106
2017
Q3 		$658K Sell
8,866
-200
-2% -$14K 0.16% 104
2017
Q2 		$636K Hold
9,066
– – 0.15% 104
2017
Q1 		$627K Hold
9,066
– – 0.15% 105
2016
Q4 		$623K Buy
9,066
+150
+2% +$9.67K 0.15% 102
2016
Q3 		$553K Buy
+8,916
New +$545K 0.13% 111

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

Mechanics Bank - Trust Department's IJR Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, buying an estimated $387K and bringing the position to 25,242 shares worth $3.74M. The position accounts for 0.46% of the portfolio, ranked #62.

Mechanics Bank - Trust Department first reported a position in IJR in Q3 2016 and has held it in 40 quarters since. 1,464 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Mechanics Bank - Trust Department held 25,242 shares of iShares Core S&P Small-Cap ETF worth $3.74M as of Q2 2026.
  • Mechanics Bank - Trust Department bought 2,823 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $387K.
  • iShares Core S&P Small-Cap ETF made up 0.46% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #62 holding.
  • Mechanics Bank - Trust Department first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and has held it in 40 quarters since.
  • 1,464 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.