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

Security National 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	$911K	Sell	6,140 -206	-3%	-$28.3K	0.11%	93
2026 Q1	$789K	Buy	6,346 +153	+2%	+$19.4K	0.11%	86
2025 Q4	$744K	Sell	6,193 -740	-11%	-$88.5K	0.11%	87
2025 Q3	$824K	Sell	6,933 -92	-1%	-$10.6K	0.13%	79
2025 Q2	$768K	Sell	7,025 -53	-0.7%	-$5.48K	0.13%	78
2025 Q1	$740K	Buy	7,078 +156	+2%	+$17.6K	0.14%	77
2024 Q4	$798K	Buy	6,922 +2,280	+49%	+$272K	0.11%	71
2024 Q3	$543K	Hold	4,642	–	–	0.07%	81
2024 Q2	$495K	Hold	4,642	–	–	0.07%	81
2024 Q1	$513K	Hold	4,642	–	–	0.08%	79
2023 Q4	$502K	Sell	4,642 -340	-7%	-$32.8K	0.11%	78
2023 Q3	$473K	Buy	4,982 +363	+8%	+$36.3K	0.13%	73
2023 Q2	$460K	Buy	4,619 +258	+6%	+$24.6K	0.12%	74
2023 Q1	$422K	Buy	4,361 +253	+6%	+$25.3K	0.11%	75
2022 Q4	$389K	Buy	4,108 +124	+3%	+$11.9K	0.1%	75
2022 Q3	$347K	Buy	3,984 +144	+4%	+$14K	0.1%	74
2022 Q2	$355K	Buy	3,840 +234	+6%	+$23.3K	0.1%	75
2022 Q1	$389K	Buy	3,606 +165	+5%	+$17.8K	0.09%	77
2021 Q4	$394K	Sell	3,441 -514	-13%	-$58.6K	0.09%	78
2021 Q3	$432K	Buy	+3,955	New	+$435K	0.11%	71
2020 Q1	–	Sell	-4,745	Closed	-$398K	–	72
2019 Q4	$398K	Hold	4,745	–	–	0.18%	59
2019 Q3	$369K	Hold	4,745	–	–	0.17%	55
2019 Q2	$371K	Hold	4,745	–	–	0.18%	56
2019 Q1	$366K	Buy	4,745 +1,765	+59%	+$136K	0.19%	54
2018 Q4	$207K	Buy	+2,980	New	+$230K	0.13%	61

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

Security National Bank's IJR Position: Q2 2026 in Review

Security National Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, selling an estimated $28.3K and leaving 6,140 shares worth $911K. The position accounts for 0.11% of the portfolio, ranked #93.

Security National Bank first reported a position in IJR in Q4 2018 and has held it in 25 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Security National Bank held 6,140 shares of iShares Core S&P Small-Cap ETF worth $911K as of Q2 2026.
Security National Bank sold 206 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $28.3K.
iShares Core S&P Small-Cap ETF made up 0.11% of Security National Bank's portfolio in Q2 2026, its #93 holding.
Security National Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 25 quarters since.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.