IJR ISHARES CORE S&P SMALL-CAP ETF

Ownership history in First Bank & Trust  ·  20 quarters on record

AI Ownership Summary

First Bank & Trust reported ISHARES CORE S&P SMALL-CAP ETF (IJR) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.83% in 2023 Q4. The latest visible filing shows IJR at 2.46% 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 First Bank & Trust's position in ISHARES CORE S&P SMALL-CAP ETF, 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
2026 Q1

IJR was reported at 2.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.83% in 2023 Q4

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 2026 Q1

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 First Bank & Trust held IJR — position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 122,880 +2,059 +1.7% 2.46% $15.3M 2026-04-10 $130.19
2025 Q4 REDUCED 120,821 -20 -0.0% 2.37% $14.5M 2026-01-12 $126.34
2025 Q3 REDUCED 120,841 -6,315 -5.0% 2.42% $14.4M 2025-10-10 $113.56
2025 Q2 ADDED 127,156 +3,063 +2.5% 2.48% $13.9M 2025-07-09 $111.83
2025 Q1 ADDED 124,093 +9,362 +8.2% 2.51% $13.0M 2025-04-28 $98.83
2024 Q4 ADDED 114,731 +326 +0.3% 2.54% $13.2M 2025-02-03 $114.94
2024 Q3 ADDED 114,405 +210 +0.2% 2.54% $13.4M 2024-10-24 $112.04
2024 Q2 ADDED 114,195 +2,095 +1.9% 2.48% $12.2M 2024-07-09 $102.38
2024 Q1 ADDED 112,100 +3,651 +3.4% 2.56% $12.4M 2024-04-17 $98.72
2023 Q4 REDUCED 108,449 -784 -0.7% 2.83% $11.7M 2024-01-12 $100.57
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First 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 First Bank & Trust reported owning IJR?

First Bank & Trust reported IJR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for IJR was 2.83% in 2023 Q4.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 122,880 shares, equal to 2.46% of portfolio, with an estimated market value of $15.3M.

What does the chart on this IJR ownership page compare?

The chart compares First 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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