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

Sanibel Captiva Trust Company’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	$11.6M	Buy	78,298 +4,019	+5%	+$552K	0.29%	81
2026 Q1	$9.23M	Buy	74,279 +6,435	+9%	+$817K	0.26%	96
2025 Q4	$8.15M	Sell	67,844 -817	-1%	-$97.7K	0.23%	96
2025 Q3	$8.16M	Buy	68,661 +13,327	+24%	+$1.53M	0.23%	95
2025 Q2	$6.05M	Buy	55,334 +4,091	+8%	+$423K	0.19%	110
2025 Q1	$5.36M	Buy	51,243 +5,474	+12%	+$618K	0.17%	105
2024 Q4	$5.27M	Buy	45,769 +7,990	+21%	+$955K	0.17%	104
2024 Q3	$4.42M	Buy	37,779 +17,929	+90%	+$2.03M	0.14%	122
2024 Q2	$2.12M	Buy	19,850 +15,809	+391%	+$1.69M	0.07%	155
2024 Q1	$447K	Buy	4,041 +371	+10%	+$39.4K	0.02%	270
2023 Q4	$397K	Buy	+3,670	New	+$354K	0.01%	263

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sanibel Captiva Trust Company's IJR Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.4% in Q2 2026, buying an estimated $552K and bringing the position to 78,298 shares worth $11.6M. The position accounts for 0.29% of the portfolio, ranked #81.

Sanibel Captiva Trust Company first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,160 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sanibel Captiva Trust Company held 78,298 shares of iShares Core S&P Small-Cap ETF worth $11.6M as of Q2 2026.
Sanibel Captiva Trust Company bought 4,019 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $552K.
iShares Core S&P Small-Cap ETF made up 0.29% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #81 holding.
Sanibel Captiva Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,160 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.