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

Texas 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
Q1 		$1.08M Sell
8,681
-179
-2% -$22.7K 0.41% 64
2025
Q4 		$1.06M Buy
8,860
+67
+0.8% +$8.01K 0.39% 66
2025
Q3 		$1.04M Buy
8,793
+124
+1% +$14.3K 0.4% 67
2025
Q2 		$947K Buy
8,669
+122
+1% +$12.6K 0.38% 75
2025
Q1 		$894K Buy
8,547
+141
+2% +$15.9K 0.38% 74
2024
Q4 		$969K Buy
+8,406
New +$1M 0.4% 72

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Texas Bank & Trust's IJR Position: Q1 2026 in Review

Texas Bank & Trust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q1 2026, selling an estimated $22.7K and leaving 8,681 shares worth $1.08M. The position accounts for 0.41% of the portfolio, ranked #64.

Texas Bank & Trust first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Texas Bank & Trust held 8,681 shares of iShares Core S&P Small-Cap ETF worth $1.08M as of Q1 2026.
  • Texas Bank & Trust sold 179 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $22.7K.
  • iShares Core S&P Small-Cap ETF made up 0.41% of Texas Bank & Trust's portfolio in Q1 2026, its #64 holding.
  • Texas Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Texas Bank & Trust's 13F filing for Q1 2026, filed 30 Apr 2026.