IJR β€” Ishares S&P Smallcap 600

Ownership history in CoreFirst Bank & Trust  Β·  18 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Ishares S&P Smallcap 600 (IJR) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.1% in 2025 Q3. The latest visible filing shows IJR at 1.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreFirst Bank & Trust's position in Ishares S&P Smallcap 600, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJR was reported at 1.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.1% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreFirst Bank & Trust held IJR β€” position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28,605 -4,043 -12.4% 1.86% $3.4M 2026-02-14 (Est.) $130.74
2025 Q3 ADDED 32,648 +1,517 +4.9% 2.10% $3.9M 2025-11-13 $116.23
2025 Q2 ADDED 31,131 +1,349 +4.5% 1.92% $3.4M 2025-08-14 $114.01
2025 Q1 ADDED 29,782 +1,430 +5.0% 2.00% $3.1M 2025-04-29 $99.48
2024 Q4 ADDED 28,352 +3,630 +14.7% 1.94% $3.3M 2025-02-11 $115.13
2024 Q2 ADDED 24,722 +2,022 +8.9% 1.77% $2.6M 2024-08-14 $106.78
2024 Q1 ADDED 22,700 +7,928 +53.7% 1.57% $2.5M 2024-05-15 $107.17
2023 Q4 ADDED 14,772 +3,397 +29.9% 1.06% $1.6M 2024-03-18 $101.89
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and IJR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreFirst Bank & Trust reported owning IJR?

CoreFirst Bank & Trust reported IJR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJR position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for IJR was 2.10% in 2025 Q3.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 28,605 shares, equal to 1.86% of portfolio, with an estimated market value of $3.4M.

What does the chart on this IJR ownership page compare?

The chart compares CoreFirst Bank & Trust's quarterly IJR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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