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Old Point Trust & Financial Services N A’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Old Point Trust & Financial Services N A’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 		$5.64K Buy
+38
New +$5.21K ﹤0.01% 287

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 22.96% 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

Old Point Trust & Financial Services N A's IJR Position: Q2 2026 in Review

Old Point Trust & Financial Services N A opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 38 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings.

2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Old Point Trust & Financial Services N A held 38 shares of iShares Core S&P Small-Cap ETF worth $5.64K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Old Point Trust & Financial Services N A position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #287 holding.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.