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

Missouri Trust & Investment 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 		$2.35M Buy
18,868
+495
+3% +$62.9K 0.69% 32
2025
Q4 		$2.21M Buy
18,373
+200
+1% +$23.9K 0.65% 31
2025
Q3 		$2.16M Hold
18,173
– – 0.64% 31
2025
Q2 		$1.99M Sell
18,173
-1,000
-5% -$103K 0.65% 30
2025
Q1 		$2M Sell
19,173
-845
-4% -$95.4K 0.7% 29
2024
Q4 		$2.31M Buy
20,018
+2,110
+12% +$252K 0.81% 23
2024
Q3 		$2.09M Buy
17,908
+170
+1% +$19.2K 0.73% 27
2024
Q2 		$1.89M Sell
17,738
-515
-3% -$55.1K 0.71% 28
2024
Q1 		$2.02M Buy
18,253
+800
+5% +$84.9K 0.78% 24
2023
Q4 		$1.89M Buy
17,453
+475
+3% +$45.8K 0.76% 23
2023
Q3 		$1.6M Sell
16,978
-40
-0.2% -$4K 0.72% 24
2023
Q2 		$1.7M Buy
17,018
+1,666
+11% +$159K 0.96% 20
2023
Q1 		$1.48M Buy
15,352
+1,179
+8% +$118K 0.96% 25
2022
Q4 		$1.34M Buy
14,173
+1,440
+11% +$138K 0.8% 27
2022
Q3 		$1.11M Sell
12,733
-266
-2% -$25.8K 0.73% 30
2022
Q2 		$1.2M Sell
12,999
-5
-0% -$497 0.78% 29
2022
Q1 		$1.4M Hold
13,004
– – 0.82% 27
2021
Q4 		$1.49M Buy
+13,004
New +$1.48M 0.86% 25

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Missouri Trust & Investment Company's IJR Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q1 2026, buying an estimated $62.9K and bringing the position to 18,868 shares worth $2.35M. The position accounts for 0.69% of the portfolio, ranked #32.

Missouri Trust & Investment Company first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. 2,743 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Missouri Trust & Investment Company held 18,868 shares of iShares Core S&P Small-Cap ETF worth $2.35M as of Q1 2026.
  • Missouri Trust & Investment Company bought 495 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $62.9K.
  • iShares Core S&P Small-Cap ETF made up 0.69% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #32 holding.
  • Missouri Trust & Investment Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.