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

Renasant 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
2025
Q1 		– Sell
-5,040
Closed -$581K – 167
2024
Q4 		$581K Sell
5,040
-4,697
-48% -$561K 0.38% 83
2024
Q3 		$1.14M Sell
9,737
-3,185
-25% -$360K 0.75% 43
2024
Q2 		$1.38M Buy
12,922
+3,352
+35% +$359K 0.95% 31
2024
Q1 		$1.06M Buy
9,570
+49
+0.5% +$5.2K 0.75% 41
2023
Q4 		$1.03M Sell
9,521
-79
-0.8% -$7.61K 0.82% 37
2023
Q3 		$906K Buy
9,600
+407
+4% +$40.7K 0.76% 42
2023
Q2 		$916K Sell
9,193
-8,605
-48% -$819K 0.75% 39
2023
Q1 		$1.72M Buy
17,798
+976
+6% +$97.6K 1.34% 12
2022
Q4 		$1.59M Buy
16,822
+74
+0.4% +$7.1K 1.2% 15
2022
Q3 		$1.46M Buy
16,748
+1,673
+11% +$163K 1.29% 13
2022
Q2 		$1.39M Sell
15,075
-5
-0% -$497 1.14% 18
2022
Q1 		$1.63M Buy
15,080
+1,205
+9% +$130K 1.09% 19
2021
Q4 		$1.59M Buy
13,875
+5,154
+59% +$587K 1.08% 22
2021
Q3 		$952K Sell
8,721
-956
-10% -$105K 0.75% 33
2021
Q2 		$1.09M Buy
9,677
+32
+0.3% +$3.57K 0.83% 29
2021
Q1 		$1.05M Buy
9,645
+1,670
+21% +$175K 0.84% 27
2020
Q4 		$733K Buy
+7,975
New +$655K 0.6% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renasant Bank's IJR Position: Q1 2025 in Review

Renasant Bank sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 5,040 shares — an estimated $581K sold.

Renasant Bank first reported a position in IJR in Q4 2020 and held it in 17 quarters. The position peaked at $1.72M in Q1 2023. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Renasant Bank reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Renasant Bank sold 5,040 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $581K.
  • Renasant Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 17 quarters.
  • Renasant Bank's iShares Core S&P Small-Cap ETF position peaked at $1.72M in Q1 2023.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Renasant Bank's 13F filing for Q1 2025, filed 9 May 2025.