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

Union Savings Bank’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	$3.68M	Buy	24,817 +259	+1%	+$35.5K	1.48%	13
2026 Q1	$3.05M	Buy	24,558 +773	+3%	+$98.2K	1.34%	14
2025 Q4	$2.86M	Buy	+23,785	New	+$2.84M	1.24%	15
2025 Q2	$2.97M	Buy	26,892 +689	+3%	+$71.2K	1.36%	14
2025 Q1	$2.74M	Sell	26,203 -2,116	-7%	-$239K	1.34%	12
2024 Q4	$3.26M	Sell	28,319 -912	-3%	-$109K	1.6%	10
2024 Q3	$3.42M	Buy	29,231 +249	+0.9%	+$28.1K	1.68%	10
2024 Q2	$3.09M	Sell	28,982 -1,109	-4%	-$119K	1.62%	10
2024 Q1	$3.33M	Sell	30,091 -30	-0.1%	-$3.19K	1.74%	10
2023 Q4	$3.26M	Sell	30,121 -1,754	-6%	-$169K	1.85%	10
2023 Q3	$3.01M	Sell	31,875 -161	-0.5%	-$16.1K	1.87%	9
2023 Q2	$3.37M	Buy	+32,036	New	+$3.05M	2.01%	9

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

Union Savings Bank's IJR Position: Q2 2026 in Review

Union Savings Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, buying an estimated $35.5K and bringing the position to 24,817 shares worth $3.68M. The position accounts for 1.48% of the portfolio, ranked #13.

Union Savings Bank first reported a position in IJR in Q2 2023 and has held it in 12 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Union Savings Bank held 24,817 shares of iShares Core S&P Small-Cap ETF worth $3.68M as of Q2 2026.
Union Savings Bank bought 259 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $35.5K.
iShares Core S&P Small-Cap ETF made up 1.48% of Union Savings Bank's portfolio in Q2 2026, its #13 holding.
Union Savings Bank first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.