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

Piscataqua Savings 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 Q2	$267K	Sell	1,798 -39	-2%	-$5.35K	0.18%	88
2026 Q1	$228K	Hold	1,837	–	–	0.16%	99
2025 Q4	$221K	Hold	1,837	–	–	0.15%	97
2025 Q3	$218K	Sell	1,837 -35	-2%	-$4.03K	0.17%	78
2025 Q2	$205K	Buy	1,872 +983	+111%	+$102K	0.17%	80
2025 Q1	$93K	Hold	889	–	–	0.08%	118
2024 Q4	$102K	Hold	889	–	–	0.09%	112
2024 Q3	$104K	Buy	889 +254	+40%	+$28.7K	0.09%	112
2024 Q2	$67.7K	Hold	635	–	–	0.06%	130
2024 Q1	$70.2K	Hold	635	–	–	0.06%	130
2023 Q4	$68.7K	Hold	635	–	–	0.06%	127
2023 Q3	$59.9K	Hold	635	–	–	0.05%	137
2023 Q2	$63.3K	Sell	635 -385	-38%	-$36.7K	0.05%	139
2023 Q1	$98.6K	Sell	1,020 -200	-16%	-$20K	0.08%	113
2022 Q4	$115K	Hold	1,220	–	–	0.1%	107
2022 Q3	$106K	Sell	1,220 -100	-8%	-$9.71K	0.1%	100
2022 Q2	$122K	Hold	1,320	–	–	0.11%	98
2022 Q1	$142K	Buy	1,320 +583	+79%	+$62.9K	0.1%	98
2021 Q4	$84K	Buy	737 +344	+88%	+$39.2K	0.07%	131
2021 Q3	$43K	Hold	393	–	–	0.04%	169
2021 Q2	$44K	Hold	393	–	–	0.04%	165
2021 Q1	$43K	Buy	+393	New	+$41.1K	0.04%	165

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Piscataqua Savings Bank's IJR Position: Q2 2026 in Review

Piscataqua Savings Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q2 2026, selling an estimated $5.35K and leaving 1,798 shares worth $267K. The position accounts for 0.18% of the portfolio, ranked #88.

Piscataqua Savings Bank first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Piscataqua Savings Bank held 1,798 shares of iShares Core S&P Small-Cap ETF worth $267K as of Q2 2026.
Piscataqua Savings Bank sold 39 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.35K.
iShares Core S&P Small-Cap ETF made up 0.18% of Piscataqua Savings Bank's portfolio in Q2 2026, its #88 holding.
Piscataqua Savings Bank first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Piscataqua Savings Bank's 13F filing for Q2 2026, filed 9 Jul 2026.