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

Nixon Peabody 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	$1.44M	Sell	9,712 -30	-0.3%	-$4.12K	0.1%	88
2026 Q1	$1.21M	Sell	9,742 -11,303	-54%	-$1.44M	0.1%	84
2025 Q4	$2.53M	Sell	21,045 -950	-4%	-$114K	0.19%	69
2025 Q3	$2.61M	Sell	21,995 -2,377	-10%	-$273K	0.19%	70
2025 Q2	$2.66M	Buy	24,372 +132	+0.5%	+$13.6K	0.21%	67
2025 Q1	$2.53M	Sell	24,240 -44	-0.2%	-$4.96K	0.22%	65
2024 Q4	$2.8M	Sell	24,284 -233	-1%	-$27.8K	0.23%	61
2024 Q3	$2.87M	Sell	24,517 -90	-0.4%	-$10.2K	0.24%	56
2024 Q2	$2.62M	Sell	24,607 -45,735	-65%	-$4.89M	0.23%	55
2024 Q1	$7.77M	Sell	70,342 -18,376	-21%	-$1.95M	0.71%	50
2023 Q4	$9.6M	Buy	88,718 +83,451	+1,584%	+$8.04M	1.08%	45
2023 Q3	$497K	Sell	5,267 -75	-1%	-$7.49K	0.42%	53
2023 Q2	$532K	Sell	5,342 -11,565	-68%	-$1.1M	0.43%	57
2023 Q1	$1.63M	Buy	16,907 +7,502	+80%	+$750K	1.14%	45
2022 Q4	$890K	Buy	9,405 +215	+2%	+$20.6K	0.72%	51
2022 Q3	$801K	Sell	9,190 -19,758	-68%	-$1.92M	0.68%	53
2022 Q2	$2.67M	Sell	28,948 -2,484	-8%	-$247K	1.21%	44
2022 Q1	$3.39M	Sell	31,432 -233	-0.7%	-$25.1K	1.17%	44
2021 Q4	$3.63M	Buy	31,665 +2,235	+8%	+$255K	1.1%	45
2021 Q3	$3.21M	Sell	29,430 -221	-0.7%	-$24.3K	1.16%	42
2021 Q2	$3.35M	Sell	29,651 -430	-1%	-$48K	1.29%	40
2021 Q1	$3.27M	Sell	30,081 -288	-0.9%	-$30.1K	1.32%	40
2020 Q4	$2.79M	Sell	30,369 -79	-0.3%	-$6.49K	1.18%	41
2020 Q3	$2.14M	Buy	30,448 +450	+2%	+$32.3K	0.98%	43
2020 Q2	$2.05M	Buy	29,998 +1,432	+5%	+$90.4K	1.04%	41
2020 Q1	$1.6M	Buy	28,566 +891	+3%	+$66.4K	0.99%	42
2019 Q4	$2.32M	Sell	27,675 -573	-2%	-$46.1K	1.16%	40
2019 Q3	$2.2M	Buy	28,248 +84	+0.3%	+$6.5K	1.17%	40
2019 Q2	$2.21M	Sell	28,164 -60	-0.2%	-$4.66K	1.24%	39
2019 Q1	$2.18M	Buy	28,224 +202	+0.7%	+$15.5K	1.43%	36
2018 Q4	$1.94M	Sell	28,022 -25	-0.1%	-$1.93K	1.53%	31
2018 Q3	$2.45M	Buy	28,047 +2,615	+10%	+$229K	1.67%	29
2018 Q2	$2.12M	Sell	25,432 -1,224	-5%	-$99.7K	1.65%	29
2018 Q1	$2.05M	Sell	26,656 -698	-3%	-$54.3K	1.84%	28
2017 Q4	$2.1M	Buy	27,354 +497	+2%	+$37.5K	1.81%	29
2017 Q3	$1.99M	Sell	26,857 -78	-0.3%	-$5.47K	1.81%	27
2017 Q2	$1.89M	Buy	26,935 +1,535	+6%	+$106K	1.75%	28
2017 Q1	$1.76M	Sell	25,400 -84	-0.3%	-$5.79K	1.65%	30
2016 Q4	$1.75M	Buy	25,484 +3,804	+18%	+$245K	1.71%	29
2016 Q3	$1.35M	Buy	21,680 +2,252	+12%	+$138K	1.32%	36
2016 Q2	$1.13M	Buy	19,428 +5,658	+41%	+$323K	0.98%	42
2016 Q1	$775K	Buy	13,770 +266	+2%	+$13.9K	0.69%	53
2015 Q4	$744K	Buy	+13,504	New	+$761K	0.68%	54

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Nixon Peabody Trust's IJR Position: Q2 2026 in Review

Nixon Peabody Trust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.31% in Q2 2026, selling an estimated $4.12K and leaving 9,712 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #88.

Nixon Peabody Trust first reported a position in IJR in Q4 2015 and has held it in 43 quarters since. The position peaked at $9.6M in Q4 2023. 1,265 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nixon Peabody Trust held 9,712 shares of iShares Core S&P Small-Cap ETF worth $1.44M as of Q2 2026.
Nixon Peabody Trust sold 30 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.12K.
iShares Core S&P Small-Cap ETF made up 0.1% of Nixon Peabody Trust's portfolio in Q2 2026, its #88 holding.
Nixon Peabody Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
Nixon Peabody Trust's iShares Core S&P Small-Cap ETF position peaked at $9.6M in Q4 2023.
1,265 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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