NHT
IJR icon

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

New Hampshire 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
Q2 		$3.43M Sell
23,125
-768
-3% -$105K 0.65% 45
2026
Q1 		$2.97M Sell
23,893
-3,316
-12% -$421K 0.6% 50
2025
Q4 		$3.27M Buy
27,209
+402
+1% +$48.1K 0.64% 46
2025
Q3 		$3.19M Sell
26,807
-2,847
-10% -$327K 0.62% 47
2025
Q2 		$3.24M Sell
29,654
-361
-1% -$37.3K 0.68% 43
2025
Q1 		$3.14M Sell
30,015
-78
-0.3% -$8.8K 0.72% 42
2024
Q4 		$3.47M Sell
30,093
-2,872
-9% -$343K 0.73% 41
2024
Q3 		$3.86M Sell
32,965
-39
-0.1% -$4.41K 0.83% 36
2024
Q2 		$3.52M Sell
33,004
-98
-0.3% -$10.5K 0.8% 36
2024
Q1 		$3.66M Sell
33,102
-223
-0.7% -$23.7K 0.86% 36
2023
Q4 		$3.61M Sell
33,325
-1,960
-6% -$189K 0.87% 33
2023
Q3 		$3.33M Sell
35,285
-594
-2% -$59.3K 0.9% 30
2023
Q2 		$3.58M Sell
35,879
-139
-0.4% -$13.2K 0.93% 27
2023
Q1 		$3.48M Sell
36,018
-1,017
-3% -$102K 0.93% 29
2022
Q4 		$3.5M Buy
+37,035
New +$3.55M 0.93% 29

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New Hampshire Trust's IJR Position: Q2 2026 in Review

New Hampshire Trust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, selling an estimated $105K and leaving 23,125 shares worth $3.43M. The position accounts for 0.65% of the portfolio, ranked #45.

New Hampshire Trust first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.86M in Q3 2024. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • New Hampshire Trust held 23,125 shares of iShares Core S&P Small-Cap ETF worth $3.43M as of Q2 2026.
  • New Hampshire Trust sold 768 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $105K.
  • iShares Core S&P Small-Cap ETF made up 0.65% of New Hampshire Trust's portfolio in Q2 2026, its #45 holding.
  • New Hampshire Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • New Hampshire Trust's iShares Core S&P Small-Cap ETF position peaked at $3.86M in Q3 2024.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.