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

Pioneer Trust Bank’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 		$778K Buy
6,256
+3
+0% +$381 0.19% 53
2025
Q4 		$751K Hold
6,253
– – 0.17% 52
2025
Q3 		$743K Sell
6,253
-307
-5% -$35.3K 0.17% 51
2025
Q2 		$717K Sell
6,560
-40
-0.6% -$4.13K 0.18% 50
2025
Q1 		$690K Hold
6,600
– – 0.18% 49
2024
Q4 		$760K Hold
6,600
– – 0.19% 48
2024
Q3 		$772K Sell
6,600
-389
-6% -$43.9K 0.2% 49
2024
Q2 		$745K Buy
6,989
+721
+12% +$77.1K 0.2% 47
2024
Q1 		$693K Buy
6,268
+21
+0.3% +$2.23K 0.19% 49
2023
Q4 		$676K Buy
6,247
+74
+1% +$7.13K 0.2% 48
2023
Q3 		$582K Hold
6,173
– – 0.19% 51
2023
Q2 		$615K Buy
6,173
+3
+0% +$286 0.18% 51
2023
Q1 		$597K Sell
6,170
-215
-3% -$21.5K 0.18% 53
2022
Q4 		$604K Buy
6,385
+3,800
+147% +$364K 0.18% 52
2022
Q3 		$225K Buy
2,585
+10
+0.4% +$971 0.08% 63
2022
Q2 		$238K Buy
2,575
+25
+1% +$2.49K 0.08% 64
2022
Q1 		$275K Hold
2,550
– – 0.08% 64
2021
Q4 		$292K Hold
2,550
– – 0.08% 62
2021
Q3 		$278K Buy
+2,550
New +$281K 0.08% 62
2019
Q4 		– Sell
-10,850
Closed -$845K – 74
2019
Q3 		$845K Sell
10,850
-3,340
-24% -$259K 0.35% 44
2019
Q2 		$1.11M Hold
14,190
– – 0.46% 44
2019
Q1 		$1.09M Buy
14,190
+1,670
+13% +$128K 0.47% 43
2018
Q4 		$868K Hold
12,520
– – 0.42% 43
2018
Q3 		$1.09M Buy
12,520
+880
+8% +$77.1K 0.48% 44
2018
Q2 		$972K Sell
11,640
-470
-4% -$38.3K 0.47% 44
2018
Q1 		$932K Sell
12,110
-3,130
-21% -$244K 0.47% 44
2017
Q4 		$1.17M Sell
15,240
-610
-4% -$46K 0.57% 42
2017
Q3 		$1.18M Hold
15,850
– – 0.61% 43
2017
Q2 		$1.11M Buy
15,850
+860
+6% +$59.5K 0.62% 44
2017
Q1 		$1.04M Buy
14,990
+5,890
+65% +$406K 0.59% 43
2016
Q4 		$625K Buy
9,100
+2,420
+36% +$156K 0.37% 48
2016
Q3 		$415K Sell
6,680
-280
-4% -$17.1K 0.25% 53
2016
Q2 		$404K Sell
6,960
-220
-3% -$12.5K 0.25% 57
2016
Q1 		$404K Buy
7,180
+640
+10% +$33.4K 0.25% 54
2015
Q4 		$360K Sell
6,540
-1,890
-22% -$107K 0.23% 57
2015
Q3 		$449K Hold
8,430
– – 0.31% 49
2015
Q2 		$496K Sell
8,430
-200
-2% -$11.8K 0.32% 51
2015
Q1 		$510K Buy
8,630
+200
+2% +$11.5K 0.33% 51
2014
Q4 		$481K Sell
8,430
-512
-6% -$27.9K 0.32% 50
2014
Q3 		$466K Sell
8,942
-2,720
-23% -$148K 0.32% 49
2014
Q2 		$654K Buy
11,662
+340
+3% +$18.4K 0.45% 44
2014
Q1 		$623K Buy
11,322
+280
+3% +$15.1K 0.44% 44
2013
Q4 		$602K Buy
11,042
+160
+1% +$8.36K 0.43% 44
2013
Q3 		$543K Sell
10,882
-520
-5% -$25.1K 0.42% 44
2013
Q2 		$514K Buy
+11,402
New +$505K 0.4% 46

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $544B AUM 28.31% 1-Year Est. Return

Pioneer Trust Bank's IJR Position: Q1 2026 in Review

Pioneer Trust Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q1 2026, buying an estimated $381 and bringing the position to 6,256 shares worth $778K. The position accounts for 0.19% of the portfolio, ranked #53.

Pioneer Trust Bank first reported a position in IJR in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.18M in Q3 2017. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Pioneer Trust Bank held 6,256 shares of iShares Core S&P Small-Cap ETF worth $778K as of Q1 2026.
  • Pioneer Trust Bank bought 3 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $381.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Pioneer Trust Bank's portfolio in Q1 2026, its #53 holding.
  • Pioneer Trust Bank first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 45 quarters since.
  • Pioneer Trust Bank's iShares Core S&P Small-Cap ETF position peaked at $1.18M in Q3 2017.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Pioneer Trust Bank's 13F filing for Q1 2026, filed 29 Apr 2026.