IJR ISharesTr S&P Small Cap 600 Index

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported ISharesTr S&P Small Cap 600 Index (IJR) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.12% in 2024 Q4. The latest visible filing shows IJR at 1.03% 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 County Bank /CT/'s position in ISharesTr S&P Small Cap 600 Index, 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 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2024 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 County Bank /CT/ held IJR — position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,564 -500 -3.1% 1.03% $1.9M 2026-05-15 (Est.) $125.12
2025 Q4 REDUCED 16,064 -745 -4.4% 1.01% $1.9M 2026-01-14 $127.04
2025 Q3 UNCHANGED 16,809 0% 1.02% $2.0M 2025-10-08 $118.58
2025 Q2 REDUCED 16,809 -875 -4.9% 0.99% $1.8M 2025-07-17 $111.75
2025 Q1 ADDED 17,684 +275 +1.6% 1.02% $1.8M 2025-04-07 $92.07
2024 Q4 ADDED 17,409 +3,475 +24.9% 1.12% $2.0M 2025-01-07 $113.45
2024 Q3 UNCHANGED 13,934 0% 0.80% $1.6M 2024-11-12 $121.14
2024 Q2 REDUCED 13,934 -470 -3.3% 0.76% $1.5M 2024-08-15 $109.29
2024 Q1 REDUCED 14,404 -4,243 -22.8% 0.78% $1.6M 2024-05-14 $106.71
2023 Q4 REDUCED 18,647 -150 -0.8% 0.98% $2.0M 2024-02-14 $102.11
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ 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 County Bank /CT/ reported owning IJR?

First County Bank /CT/ reported IJR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IJR position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for IJR was 1.12% in 2024 Q4.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 15,564 shares, equal to 1.03% of portfolio, with an estimated market value of $1.9M.

What does the chart on this IJR ownership page compare?

The chart compares First County Bank /CT/'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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