Trust Company of Vermont’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $21M | Buy |
174,789
+7,342
| +4% | +$878K | 0.88% | 31 |
|
|
2025
Q3 | $19.9M | Sell |
167,447
-17,281
| -9% | -$1.99M | 0.87% | 32 |
|
|
2025
Q2 | $20.2M | Sell |
184,728
-4,762
| -3% | -$492K | 0.95% | 30 |
|
|
2025
Q1 | $19.8M | Buy |
189,490
+11,354
| +6% | +$1.28M | 0.99% | 27 |
|
|
2024
Q4 | $20.5M | Buy |
178,136
+34,206
| +24% | +$4.09M | 1% | 27 |
|
|
2024
Q3 | $16.8M | Buy |
143,930
+2,443
| +2% | +$276K | 0.84% | 32 |
|
|
2024
Q2 | $15.1M | Sell |
141,487
-322
| -0.2% | -$34.5K | 0.82% | 37 |
|
|
2024
Q1 | $15.7M | Buy |
141,809
+11,724
| +9% | +$1.24M | 0.87% | 32 |
|
|
2023
Q4 | $14.1M | Sell |
130,085
-10,824
| -8% | -$1.04M | 0.94% | 29 |
|
|
2023
Q3 | $13.3M | Buy |
140,909
+3,887
| +3% | +$388K | 0.9% | 30 |
|
|
2023
Q2 | $13.7M | Buy |
137,022
+984
| +0.7% | +$93.7K | 0.89% | 28 |
|
|
2023
Q1 | $13.2M | Buy |
136,038
+393
| +0.3% | +$39.3K | 0.92% | 29 |
|
|
2022
Q4 | $12.8M | Buy |
135,645
+1,623
| +1% | +$156K | 0.94% | 30 |
|
|
2022
Q3 | $11.7M | Sell |
134,022
-89
| -0.1% | -$8.64K | 0.92% | 29 |
|
|
2022
Q2 | $12.4M | Buy |
134,111
+829
| +0.6% | +$82.4K | 0.95% | 28 |
|
|
2022
Q1 | $14.4M | Buy |
133,282
+1,958
| +1% | +$211K | 0.97% | 27 |
|
|
2021
Q4 | $15M | Buy |
131,324
+2,039
| +2% | +$232K | 0.95% | 29 |
|
|
2021
Q3 | $14.1M | Buy |
129,285
+503
| +0.4% | +$55.4K | 1% | 27 |
|
|
2021
Q2 | $14.6M | Buy |
128,782
+2,784
| +2% | +$311K | 1.01% | 26 |
|
|
2021
Q1 | $13.7M | Sell |
125,998
-3,198
| -2% | -$335K | 1.02% | 26 |
|
|
2020
Q4 | $11.9M | Buy |
129,196
+4,720
| +4% | +$388K | 0.95% | 30 |
|
|
2020
Q3 | $8.74M | Sell |
124,476
-2,658
| -2% | -$190K | 0.8% | 40 |
|
|
2020
Q2 | $8.68M | Sell |
127,134
-96,087
| -43% | -$6.07M | 0.86% | 35 |
|
|
2020
Q1 | $12.5M | Sell |
223,221
-18,516
| -8% | -$1.38M | 1.17% | 24 |
|
|
2019
Q4 | $20.3M | Buy |
241,737
+1,220
| +0.5% | +$98.2K | 1.53% | 11 |
|
|
2019
Q3 | $18.7M | Buy |
240,517
+7,872
| +3% | +$610K | 1.5% | 11 |
|
|
2019
Q2 | $18.2M | Buy |
232,645
+1,910
| +0.8% | +$148K | 1.51% | 11 |
|
|
2019
Q1 | $17.8M | Sell |
230,735
-1,423
| -0.6% | -$109K | 1.53% | 10 |
|
|
2018
Q4 | $16.1M | Sell |
232,158
-4,231
| -2% | -$327K | 1.56% | 10 |
|
|
2018
Q3 | $20.6M | Buy |
236,389
+2,697
| +1% | +$236K | 1.74% | 9 |
|
|
2018
Q2 | $19.5M | Buy |
233,692
+3,493
| +2% | +$285K | 1.75% | 9 |
|
|
2018
Q1 | $17.7M | Buy |
230,199
+1,457
| +0.6% | +$113K | 1.67% | 9 |
|
|
2017
Q4 | $17.6M | Buy |
228,742
+5,410
| +2% | +$408K | 1.63% | 10 |
|
|
2017
Q3 | $16.6M | Buy |
223,332
+2,374
| +1% | +$166K | 1.65% | 8 |
|
|
2017
Q2 | $15.5M | Buy |
220,958
+6,221
| +3% | +$431K | 1.59% | 9 |
|
|
2017
Q1 | $14.9M | Buy |
214,737
+4,009
| +2% | +$276K | 1.61% | 9 |
|
|
2016
Q4 | $14.5M | Buy |
210,728
+2,088
| +1% | +$135K | 1.67% | 9 |
|
|
2016
Q3 | $13M | Buy |
208,640
+1,890
| +0.9% | +$115K | 1.62% | 8 |
|
|
2016
Q2 | $12M | Buy |
206,750
+788
| +0.4% | +$44.9K | 1.6% | 9 |
|
|
2016
Q1 | $11.6M | Buy |
205,962
+3,204
| +2% | +$167K | 1.62% | 9 |
|
|
2015
Q4 | $11.2M | Buy |
202,758
+4,374
| +2% | +$246K | 1.6% | 10 |
|
|
2015
Q3 | $10.6M | Buy |
198,384
+3,702
| +2% | +$210K | 1.65% | 10 |
|
|
2015
Q2 | $11.5M | Buy |
194,682
+1,756
| +0.9% | +$104K | 1.67% | 9 |
|
|
2015
Q1 | $11.4M | Buy |
192,926
+1,672
| +0.9% | +$95.8K | 1.66% | 8 |
|
|
2014
Q4 | $10.9M | Buy |
191,254
+52
| +0% | +$2.84K | 1.59% | 9 |
|
|
2014
Q3 | $9.97M | Buy |
191,202
+5,328
| +3% | +$290K | 1.51% | 14 |
|
|
2014
Q2 | $10.4M | Buy |
185,874
+4,760
| +3% | +$257K | 1.61% | 13 |
|
|
2014
Q1 | $9.97M | Buy |
181,114
+5,944
| +3% | +$321K | 1.63% | 11 |
|
|
2013
Q4 | $9.56M | Buy |
175,170
+208
| +0.1% | +$10.9K | 1.6% | 13 |
|
|
2013
Q3 | $8.73M | Buy |
174,962
+3,102
| +2% | +$150K | 1.6% | 14 |
|
|
2013
Q2 | $7.76M | Buy |
+171,860
| New | +$7.61M | 1.52% | 15 |
|
Other funds holding IJR
Trust Company of Vermont's IJR Position: Q4 2025 in Review
Trust Company of Vermont increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q4 2025, buying an estimated $878K and bringing the position to 174,789 shares worth $21M. The position accounts for 0.88% of the portfolio, ranked #31.
Trust Company of Vermont first reported a position in IJR in Q2 2013 and has held it in 51 quarters since. 2,725 funds tracked by Wall St. Rank hold IJR as of Q4 2025.
- Trust Company of Vermont held 174,789 shares of iShares Core S&P Small-Cap ETF worth $21M as of Q4 2025.
- Trust Company of Vermont bought 7,342 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $878K.
- iShares Core S&P Small-Cap ETF made up 0.88% of Trust Company of Vermont's portfolio in Q4 2025, its #31 holding.
- Trust Company of Vermont first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 51 quarters since.
- 2,725 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.