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 Q2	$1.29M	Buy	8,687 +6	+0.1%	+$823	0.42%	58
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 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

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

Texas Bank & Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q2 2026, buying an estimated $823 and bringing the position to 8,687 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #58.

Texas Bank & Trust first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Texas Bank & Trust held 8,687 shares of iShares Core S&P Small-Cap ETF worth $1.29M as of Q2 2026.
Texas Bank & Trust bought 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
iShares Core S&P Small-Cap ETF made up 0.42% of Texas Bank & Trust's portfolio in Q2 2026, its #58 holding.
Texas Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.