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

Northwest Bank & 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
2024
Q4 		$5.06K Hold
40
– – ﹤0.01% 180
2024
Q3 		$4.68K Hold
40
– – ﹤0.01% 184
2024
Q2 		$4.27K Hold
40
– – ﹤0.01% 186
2024
Q1 		$4.17K Hold
40
– – ﹤0.01% 176
2023
Q4 		$4.33K Buy
+40
New +$3.85K ﹤0.01% 180
2023
Q2 		$4.98K Buy
+50
New +$4.76K ﹤0.01% 179

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwest Bank & Trust's IJR Position: Q4 2024 in Review

Northwest Bank & Trust held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2024 at 40 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Northwest Bank & Trust first reported a position in IJR in Q2 2023 and has held it in 6 quarters since. 2,629 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Northwest Bank & Trust held 40 shares of iShares Core S&P Small-Cap ETF worth $5.06K as of Q4 2024.
  • Northwest Bank & Trust left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2024.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Northwest Bank & Trust's portfolio in Q4 2024, its #180 holding.
  • Northwest Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 6 quarters since.
  • 2,629 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.