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

Sunflower 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 		$19.4M Sell
130,919
-3,159
-2% -$434K 4.64% 6
2026
Q1 		$16.7M Buy
134,078
+790
+0.6% +$100K 4.25% 6
2025
Q4 		$16M Sell
133,288
-18,184
-12% -$2.17M 4.04% 6
2025
Q3 		$18M Sell
151,472
-1,695
-1% -$195K 4.38% 5
2025
Q2 		$16.7M Sell
153,167
-92,687
-38% -$9.58M 4.23% 6
2025
Q1 		$25.7M Buy
245,854
+2,849
+1% +$321K 7.21% 5
2024
Q4 		$28M Buy
243,005
+19,027
+8% +$2.27M 7.78% 5
2024
Q3 		$26.2M Buy
223,978
+28,147
+14% +$3.18M 7.18% 5
2024
Q2 		$20.9M Buy
195,831
+39,175
+25% +$4.19M 4.93% 6
2024
Q1 		$17.3M Buy
156,656
+657
+0.4% +$69.8K 3.9% 8
2023
Q4 		$16.9M Buy
155,999
+9,964
+7% +$960K 3.84% 7
2023
Q3 		$13.8M Buy
146,035
+14,829
+11% +$1.48M 3.32% 8
2023
Q2 		$13.1M Sell
131,206
-8,451
-6% -$805K 3.04% 9
2023
Q1 		$13.5M Buy
139,657
+125,982
+921% +$12.6M 3.05% 9
2022
Q4 		$1.29M Sell
13,675
-5,957
-30% -$571K 0.28% 29
2022
Q3 		$1.71M Sell
19,632
-343
-2% -$33.3K 0.39% 26
2022
Q2 		$1.85M Sell
19,975
-9,521
-32% -$947K 0.36% 30
2022
Q1 		$3.18M Sell
29,496
-1,099
-4% -$119K 0.43% 30
2021
Q4 		$3.5M Sell
30,595
-2,355
-7% -$268K 0.47% 29
2021
Q3 		$3.6M Sell
32,950
-3,888
-11% -$428K 0.51% 28
2021
Q2 		$4.16M Sell
36,838
-3,721
-9% -$415K 0.64% 28
2021
Q1 		$4.4M Sell
40,559
-5,721
-12% -$599K 0.72% 24
2020
Q4 		$4.25M Buy
+46,280
New +$3.8M 0.73% 25

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Sunflower Bank's IJR Position: Q2 2026 in Review

Sunflower Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $434K and leaving 130,919 shares worth $19.4M. The position accounts for 4.64% of the portfolio, ranked #6.

Sunflower Bank first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $28M in Q4 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sunflower Bank held 130,919 shares of iShares Core S&P Small-Cap ETF worth $19.4M as of Q2 2026.
  • Sunflower Bank sold 3,159 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $434K.
  • iShares Core S&P Small-Cap ETF made up 4.64% of Sunflower Bank's portfolio in Q2 2026, its #6 holding.
  • Sunflower Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sunflower Bank's iShares Core S&P Small-Cap ETF position peaked at $28M in Q4 2024.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sunflower Bank's 13F filing for Q2 2026, filed 13 Jul 2026.