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

Trust Company of Toledo’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 		$4.03M Sell
27,164
-448
-2% -$61.5K 0.34% 70
2026
Q1 		$3.43M Buy
27,612
+253
+0.9% +$32.1K 0.33% 71
2025
Q4 		$3.29M Sell
27,359
-350
-1% -$41.9K 0.32% 68
2025
Q3 		$3.29M Buy
27,709
+1,107
+4% +$127K 0.33% 70
2025
Q2 		$2.91M Sell
26,602
-650
-2% -$67.2K 0.32% 73
2025
Q1 		$2.85M Sell
27,252
-524
-2% -$59.1K 0.38% 66
2024
Q4 		$3.2M Buy
27,776
+1,292
+5% +$154K 0.42% 59
2024
Q3 		$3.1M Buy
26,484
+2,985
+13% +$337K 0.42% 61
2024
Q2 		$2.51M Buy
23,499
+797
+4% +$85.3K 0.36% 65
2024
Q1 		$2.51M Sell
22,702
-836
-4% -$88.8K 0.39% 65
2023
Q4 		$2.55M Sell
23,538
-1,278
-5% -$123K 0.44% 65
2023
Q3 		$2.34M Sell
24,816
-9,942
-29% -$993K 0.46% 60
2023
Q2 		$3.46M Sell
34,758
-500
-1% -$47.6K 0.59% 43
2023
Q1 		$3.41M Sell
35,258
-1,350
-4% -$135K 0.61% 43
2022
Q4 		$3.46K Buy
36,608
+40
+0.1% +$3.84K 0.65% 40
2022
Q3 		$3.19M Buy
36,568
+93
+0.3% +$9.03K 0.62% 39
2022
Q2 		$3.37M Sell
36,475
-246
-0.7% -$24.5K 0.59% 41
2022
Q1 		$3.96M Sell
36,721
-53
-0.1% -$5.72K 0.61% 41
2021
Q4 		$4.21M Sell
36,774
-826
-2% -$94.1K 0.63% 40
2021
Q3 		$4.11M Buy
37,600
+734
+2% +$80.8K 0.67% 37
2021
Q2 		$4.17M Sell
36,866
-59
-0.2% -$6.58K 0.7% 37
2021
Q1 		$4.01M Hold
36,925
– – 0.72% 35
2020
Q4 		$3.39M Buy
36,925
+16,085
+77% +$1.32M 0.66% 38
2020
Q3 		$1.46M Sell
20,840
-12
-0.1% -$860 0.33% 74
2020
Q2 		$1.42M Sell
20,852
-35
-0.2% -$2.21K 0.34% 75
2020
Q1 		$1.17M Sell
20,887
-24
-0.1% -$1.79K 0.32% 77
2019
Q4 		$1.75M Sell
20,911
-2
-0% -$161 0.41% 69
2019
Q3 		$1.63M Sell
20,913
-10
-0% -$774 0.4% 72
2019
Q2 		$1.64M Sell
20,923
-1,023
-5% -$79.4K 0.41% 65
2019
Q1 		$1.69M Sell
21,946
-1,502
-6% -$115K 0.43% 62
2018
Q4 		$1.63M Sell
23,448
-9
-0% -$696 0.45% 61
2018
Q3 		$2.05M Hold
23,457
– – 0.52% 51
2018
Q2 		$1.96M Sell
23,457
-9
-0% -$733 0.52% 53
2018
Q1 		$1.81M Sell
23,466
-1,303
-5% -$101K 0.48% 58
2017
Q4 		$1.9M Hold
24,769
– – 0.47% 60
2017
Q3 		$1.84M Sell
24,769
-805
-3% -$56.4K 0.47% 61
2017
Q2 		$1.79M Hold
25,574
– – 0.46% 63
2017
Q1 		$1.77M Hold
25,574
– – 0.48% 61
2016
Q4 		$1.76M Hold
25,574
– – 0.49% 58
2016
Q3 		$1.59M Hold
25,574
– – 0.45% 64
2016
Q2 		$1.49M Hold
25,574
– – 0.43% 70
2016
Q1 		$1.44M Hold
25,574
– – 0.43% 66
2015
Q4 		$1.41M Sell
25,574
-340
-1% -$19.2K 0.43% 62
2015
Q3 		$1.38M Sell
25,914
-200
-0.8% -$11.3K 0.44% 66
2015
Q2 		$1.54M Buy
26,114
+6,480
+33% +$383K 0.45% 60
2015
Q1 		$1.16M Hold
19,634
– – 0.35% 84
2014
Q4 		$1.12M Hold
19,634
– – 0.34% 86
2014
Q3 		$1.02M Buy
19,634
+878
+5% +$47.8K 0.34% 88
2014
Q2 		$1.05M Sell
18,756
-640
-3% -$34.6K 0.31% 91
2014
Q1 		$1.07M Buy
19,396
+1,100
+6% +$59.5K 0.32% 90
2013
Q4 		$998K Buy
18,296
+13,200
+259% +$690K 0.32% 74
2013
Q3 		$254K Sell
5,096
-100
-2% -$4.83K 0.09% 163
2013
Q2 		$235K Buy
+5,196
New +$230K 0.09% 164

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of Toledo's IJR Position: Q2 2026 in Review

Trust Company of Toledo reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, selling an estimated $61.5K and leaving 27,164 shares worth $4.03M. The position accounts for 0.34% of the portfolio, ranked #70.

Trust Company of Toledo first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.21M in Q4 2021. 1,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Trust Company of Toledo held 27,164 shares of iShares Core S&P Small-Cap ETF worth $4.03M as of Q2 2026.
  • Trust Company of Toledo sold 448 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $61.5K.
  • iShares Core S&P Small-Cap ETF made up 0.34% of Trust Company of Toledo's portfolio in Q2 2026, its #70 holding.
  • Trust Company of Toledo first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Trust Company of Toledo's iShares Core S&P Small-Cap ETF position peaked at $4.21M in Q4 2021.
  • 1,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.