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

Southern Michigan Bank & 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 		$74.5K Hold
502
– – 0.03% 169
2026
Q1 		$62.4K Buy
+502
New +$63.8K 0.02% 172

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Southern Michigan Bank & Trust's IJR Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 502 shares worth $74.5K. The position accounts for 0.03% of the portfolio, ranked #169.

Southern Michigan Bank & Trust first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Southern Michigan Bank & Trust held 502 shares of iShares Core S&P Small-Cap ETF worth $74.5K as of Q2 2026.
  • Southern Michigan Bank & 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 0.03% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #169 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.