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

Plimoth 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 Q1	$1.56M	Hold	12,525	–	–	0.35%	72
2025 Q4	$1.51M	Buy	12,525 +175	+1%	+$20.9K	0.34%	73
2025 Q3	$1.47M	Buy	12,350 +545	+5%	+$62.7K	0.33%	76
2025 Q2	$1.29M	Buy	11,805 +222	+2%	+$22.9K	0.31%	78
2025 Q1	$1.21M	Buy	11,583 +2,117	+22%	+$239K	0.32%	83
2024 Q4	$1.09M	Buy	9,466 +445	+5%	+$53.2K	0.28%	82
2024 Q3	$1.06M	Buy	9,021 +370	+4%	+$41.8K	0.27%	85
2024 Q2	$923K	Buy	8,651 +430	+5%	+$46K	0.25%	88
2024 Q1	$909K	Buy	8,221 +1,890	+30%	+$201K	0.24%	88
2023 Q4	$685K	Buy	6,331 +1,655	+35%	+$160K	0.2%	106
2023 Q3	$441K	Buy	4,676 +1,253	+37%	+$125K	0.14%	121
2023 Q2	$341K	Buy	3,423 +550	+19%	+$52.4K	0.1%	138
2023 Q1	$278K	Buy	+2,873	New	+$287K	0.09%	147

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Plimoth Trust's IJR Position: Q1 2026 in Review

Plimoth Trust held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 12,525 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #72.

Plimoth Trust first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Plimoth Trust held 12,525 shares of iShares Core S&P Small-Cap ETF worth $1.56M as of Q1 2026.
Plimoth Trust left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.35% of Plimoth Trust's portfolio in Q1 2026, its #72 holding.
Plimoth Trust first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.