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IJR icon

VeraBank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

VeraBank’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
Q1 		$2.79M Buy
22,423
+415
+2% +$52.7K 0.51% 31
2025
Q4 		$2.64M Hold
22,008
– – 0.48% 33
2025
Q3 		$2.62M Sell
22,008
-124
-0.6% -$14.3K 0.49% 36
2025
Q2 		$2.42M Sell
22,132
-3
-0% -$310 0.49% 37
2025
Q1 		$2.31M Buy
22,135
+303
+1% +$34.2K 0.65% 30
2024
Q4 		$2.52M Sell
21,832
-510
-2% -$60.9K 0.71% 27
2024
Q3 		$2.61M Sell
22,342
-479
-2% -$54.1K 0.76% 28
2024
Q2 		$2.43M Sell
22,821
-100
-0.4% -$10.7K 0.76% 27
2024
Q1 		$2.53M Sell
22,921
-147
-0.6% -$15.6K 0.79% 28
2023
Q4 		$2.5M Sell
23,068
-254
-1% -$24.5K 0.84% 26
2023
Q3 		$2.2M Buy
23,322
+658
+3% +$65.7K 0.84% 27
2023
Q2 		$2.26M Sell
22,664
-1,085
-5% -$103K 0.87% 27
2023
Q1 		$2.3M Sell
23,749
-85
-0.4% -$8.5K 1.07% 20
2022
Q4 		$2.26M Sell
23,834
-312
-1% -$29.9K 1.13% 23
2022
Q3 		$2.11M Sell
24,146
-1,363
-5% -$132K 1.33% 19
2022
Q2 		$2.36M Sell
25,509
-330
-1% -$32.8K 1.38% 21
2022
Q1 		$2.79M Sell
25,839
-629
-2% -$67.9K 1.44% 15
2021
Q4 		$3.03M Sell
26,468
-861
-3% -$98.1K 1.53% 15
2021
Q3 		$2.98M Buy
27,329
+1,808
+7% +$199K 1.69% 13
2021
Q2 		$2.88M Sell
25,521
-954
-4% -$106K 1.72% 13
2021
Q1 		$2.87M Sell
26,475
-112
-0.4% -$11.7K 1.87% 13
2020
Q4 		$2.44M Sell
26,587
-89
-0.3% -$7.31K 1.72% 15
2020
Q3 		$1.87M Sell
26,676
-1,002
-4% -$71.8K 1.44% 21
2020
Q2 		$1.89M Sell
27,678
-660
-2% -$41.7K 1.55% 20
2020
Q1 		$1.59M Sell
28,338
-478
-2% -$35.6K 1.54% 18
2019
Q4 		$2.42M Sell
28,816
-342
-1% -$27.5K 1.95% 10
2019
Q3 		$2.27M Sell
29,158
-1,738
-6% -$135K 2.04% 10
2019
Q2 		$2.42M Sell
30,896
-197
-0.6% -$15.3K 2.26% 8
2019
Q1 		$2.4M Sell
31,093
-1,481
-5% -$114K 2.29% 8
2018
Q4 		$2.26M Buy
+32,574
New +$2.52M 2.43% 7

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VeraBank's IJR Position: Q1 2026 in Review

VeraBank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q1 2026, buying an estimated $52.7K and bringing the position to 22,423 shares worth $2.79M. The position accounts for 0.51% of the portfolio, ranked #31.

VeraBank first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.03M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • VeraBank held 22,423 shares of iShares Core S&P Small-Cap ETF worth $2.79M as of Q1 2026.
  • VeraBank bought 415 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $52.7K.
  • iShares Core S&P Small-Cap ETF made up 0.51% of VeraBank's portfolio in Q1 2026, its #31 holding.
  • VeraBank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • VeraBank's iShares Core S&P Small-Cap ETF position peaked at $3.03M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.