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IJR icon

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

Rockland 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
Q2 		$1.81M Hold
12,192
– – 0.07% 113
2026
Q1 		$1.52M Buy
12,192
+82
+0.7% +$10.4K 0.06% 117
2025
Q4 		$1.46M Buy
12,110
+808
+7% +$96.6K 0.06% 125
2025
Q3 		$1.34M Sell
11,302
-109
-1% -$12.5K 0.06% 133
2025
Q2 		$1.25M Buy
11,411
+45
+0.4% +$4.65K 0.06% 110
2025
Q1 		$1.19M Sell
11,366
-237
-2% -$26.7K 0.06% 117
2024
Q4 		$1.34M Buy
11,603
+400
+4% +$47.8K 0.07% 107
2024
Q3 		$1.31M Sell
11,203
-863
-7% -$97.5K 0.06% 111
2024
Q2 		$1.29M Hold
12,066
– – 0.07% 115
2024
Q1 		$1.33M Buy
12,066
+922
+8% +$97.9K 0.07% 118
2023
Q4 		$1.21M Buy
11,144
+521
+5% +$50.2K 0.07% 129
2023
Q3 		$1M Sell
10,623
-43
-0.4% -$4.3K 0.06% 134
2023
Q2 		$1.06M Sell
10,666
-552
-5% -$52.6K 0.06% 135
2023
Q1 		$1.08M Hold
11,218
– – 0.07% 134
2022
Q4 		$1.06M Sell
11,218
-28
-0.2% -$2.69K 0.07% 141
2022
Q3 		$981K Sell
11,246
-856
-7% -$83.1K 0.07% 131
2022
Q2 		$1.12M Sell
12,102
-1,367
-10% -$136K 0.08% 127
2022
Q1 		$1.45M Buy
13,469
+402
+3% +$43.4K 0.09% 116
2021
Q4 		$1.5M Buy
13,067
+3,032
+30% +$346K 0.1% 119
2021
Q3 		$1.1M Sell
10,035
-489
-5% -$53.8K 0.08% 125
2021
Q2 		$1.19M Sell
10,524
-321
-3% -$35.8K 0.08% 126
2021
Q1 		$1.18M Buy
10,845
+157
+1% +$16.4K 0.08% 128
2020
Q4 		$983K Sell
10,688
-481
-4% -$39.5K 0.08% 137
2020
Q3 		$784K Sell
11,169
-494
-4% -$35.4K 0.07% 150
2020
Q2 		$796K Sell
11,663
-2,605
-18% -$164K 0.07% 139
2020
Q1 		$800K Sell
14,268
-1,371
-9% -$102K 0.08% 132
2019
Q4 		$1.31M Sell
15,639
-167
-1% -$13.4K 0.11% 118
2019
Q3 		$1.2M Sell
15,806
-679
-4% -$52.6K 0.11% 123
2019
Q2 		$1.29M Sell
16,485
-1,548
-9% -$120K 0.13% 114
2019
Q1 		$1.39M Sell
18,033
-756
-4% -$58.1K 0.15% 97
2018
Q4 		$1.3M Buy
18,789
+4,347
+30% +$336K 0.16% 102
2018
Q3 		$1.26M Sell
14,442
-1,396
-9% -$122K 0.15% 92
2018
Q2 		$1.32M Buy
15,838
+1
+0% +$81 0.17% 89
2018
Q1 		$1.22M Buy
15,837
+5,487
+53% +$427K 0.16% 91
2017
Q4 		$795K Buy
10,350
+5,608
+118% +$423K 0.1% 112
2017
Q3 		$352K Sell
4,742
-7
-0.1% -$491 0.05% 129
2017
Q2 		$333K Sell
4,749
-371
-7% -$25.7K 0.05% 131
2017
Q1 		$354K Buy
5,120
+88
+2% +$6.07K 0.06% 124
2016
Q4 		$346K Sell
5,032
-130
-3% -$8.38K 0.06% 129
2016
Q3 		$320K Sell
5,162
-394
-7% -$24.1K 0.06% 125
2016
Q2 		$323K Buy
5,556
+560
+11% +$31.9K 0.06% 123
2016
Q1 		$281K Buy
+4,996
New +$261K 0.05% 132
2015
Q3 		– Sell
-4,646
Closed -$274K – 155
2015
Q2 		$274K Buy
+4,646
New +$275K 0.05% 122

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Rockland Trust's IJR Position: Q2 2026 in Review

Rockland Trust held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 12,192 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #113.

Rockland Trust first reported a position in IJR in Q2 2015 and has held it in 43 quarters since. 521 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Rockland Trust held 12,192 shares of iShares Core S&P Small-Cap ETF worth $1.81M as of Q2 2026.
  • Rockland Trust left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Rockland Trust's portfolio in Q2 2026, its #113 holding.
  • Rockland Trust first reported a position in iShares Core S&P Small-Cap ETF in Q2 2015 and has held it in 43 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.