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

Midwest Trust’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 Q3	$26.9M	Buy	197,636 +2,984	+2%	+$432K	0.3%	78
2026 Q2	$28.9M	Sell	194,652 -6,141	-3%	-$843K	0.33%	74
2026 Q1	$25M	Sell	200,793 -2,539	-1%	-$323K	0.31%	80
2025 Q4	$24.4M	Sell	203,332 -10,882	-5%	-$1.3M	0.3%	78
2025 Q3	$25.5M	Sell	214,214 -17,408	-8%	-$2M	0.33%	71
2025 Q2	$25.3M	Buy	+231,622	New	+$23.9M	0.35%	69

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Midwest Trust's IJR Position: Q3 2026 in Review

Midwest Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q3 2026, buying an estimated $432K and bringing the position to 197,636 shares worth $26.9M. The position accounts for 0.3% of the portfolio, ranked #78.

Midwest Trust first reported a position in IJR in Q2 2025 and has held it in 6 quarters since. The position peaked at $28.9M in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Midwest Trust held 197,636 shares of iShares Core S&P Small-Cap ETF worth $26.9M as of Q3 2026.
Midwest Trust bought 2,984 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $432K.
iShares Core S&P Small-Cap ETF made up 0.3% of Midwest Trust's portfolio in Q3 2026, its #78 holding.
Midwest Trust first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Core S&P Small-Cap ETF position peaked at $28.9M in Q2 2026.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.