Tower Trust & Investment Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Tower Trust & Investment Company’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	–	Sell	-20	Closed	-$2.49K	–	252
2026 Q1	$2.49K	Hold	20	–	–	﹤0.01%	200
2025 Q4	$2.4K	Sell	20 -20	-50%	-$2.39K	﹤0.01%	196
2025 Q3	$4.75K	Hold	40	–	–	﹤0.01%	174
2025 Q2	$4.37K	Hold	40	–	–	﹤0.01%	179
2025 Q1	$4K	Buy	+40	New	+$4.51K	﹤0.01%	179

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Tower Trust & Investment Company's IJR Position: Q2 2026 in Review

Tower Trust & Investment Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 20 shares — an estimated $2.49K sold.

Tower Trust & Investment Company first reported a position in IJR in Q1 2025 and held it in 5 quarters. The position peaked at $4.75K in Q3 2025. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tower Trust & Investment Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Tower Trust & Investment Company sold 20 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.49K.
Tower Trust & Investment Company first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and held it in 5 quarters.
Tower Trust & Investment Company's iShares Core S&P Small-Cap ETF position peaked at $4.75K in Q3 2025.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.