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PIONEER TRUST BANK N A/OR Historic Quarter Change: USA ETF, Added

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PIONEER TRUST BANK N A/OR historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, PIONEER TRUST BANK N A/OR opened 7 positions, added to 38, reduced 36 and sold out of 4.

  • Q2 2026: Stock IJR; Country of operation —; Class Com; Shares before 6,256.
  • Q2 2026: Stock VGT; Country of operation —; Class Com; Shares before 545.
  • Q1 2026: Stock SPY; Country of operation —; Class Com; Shares before 32,159.
  • Q1 2026: Stock IJR; Country of operation —; Class Com; Shares before 6,253.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1006435), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-14); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-21); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-26); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-23); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-21); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-16); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-10); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-10); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-23); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IJR
IShares TR Core S&P Small-Cap ETF		Com6,2566,261+5$777,683$928,569+$150,8862026-07-23
Q2 2026VGT
Vanguard Information Technology ETF		Com5454,000+3,455$380,257$478,080+$97,8232026-07-23
Q1 2026SPY
State Street SPDR S&P 500 ETF		Com32,15932,381+222$21,929,865$21,058,660-$871,2052026-04-29
Q1 2026IJR
IShares TR Core S&P Small-Cap ETF		Com6,2536,256+3$751,486$777,683+$26,1972026-04-29
Q1 2026VGT
Vanguard Information Technology ETF		Com500545+45$376,890$380,257+$3,3672026-04-29
Q3 2025SPY
SPDR S&P 500 ETF		Com32,20332,874+671$19,896,624$21,900,001+$2,003,3772025-10-24
Q3 2025SCHX
Schwab US Large-Cap ETF		Com18,00022,222+4,222$439,920$585,327+$145,4072025-10-24
Q1 2025SPY
SPDR S&P 500 ETF		Com31,95933,183+1,224$18,730,531$18,562,238-$168,2932025-05-02
Q4 2024SPY
SPDR S&P 500 ETF		Com31,08931,959+870$17,837,625$18,730,531+$892,9062025-02-13
Q4 2024SCHX
Schwab US Large-Cap ETF		Com6,00018,000+12,000$407,100$417,240+$10,1402025-02-13
Q4 2024SCHA
Schwab US Small-Cap ETF		Com5,60011,200+5,600$288,400$289,632+$1,2322025-02-13
Q3 2024SPY
SPDR S&P 500 ETF		Com27,97931,089+3,110$15,226,731$17,837,625+$2,610,8942024-11-14
Q2 2024SPY
SPDR S&P 500 ETF		Com13,47927,979+14,500$7,050,460$15,226,731+$8,176,2712024-07-26
Q2 2024IJR
IShares TR Core S&P Small-Cap ETF		Com6,2686,989+721$692,739$745,447+$52,7082024-07-26
Q1 2024SPY
SPDR S&P 500 ETF		Com13,10913,479+370$6,230,839$7,050,460+$819,6212024-04-26
Q1 2024IJH
IShares Core S&P Mid-Cap ETF		Com3,74018,795+15,055$1,036,541$1,141,608+$105,0672024-04-26
Q1 2024IWM
IShares Russell 2000 Index Fund		Com3,0853,113+28$619,190$654,664+$35,4742024-04-26
Q1 2024EFA
IShares MSCI EAFE INDEX		Com5,2005,333+133$391,820$425,893+$34,0732024-04-26
Q1 2024IJR
IShares TR Core S&P Small-Cap ETF		Com6,2476,268+21$676,238$692,739+$16,5012024-04-26
Q3 2016SCZ
IShares MSCI EAFE Small-Cap ETF		Com11,64011,850+210$562,000$621,000+$59,0002016-11-07
Q2 2016SPY
SPDR S&P 500 ETF		Com5,8606,420+560$1,205,000$1,345,000+$140,0002016-07-15
Q1 2016MDY
SPDR S&P Mid Cap 400 ETF		Com4,8704,890+20$1,237,000$1,285,000+$48,0002016-04-14
Q1 2016IJR
IShares TR Core S&P Small-Cap ETF		Com3,2703,590+320$360,000$404,000+$44,0002016-04-14
Q4 2015SCZ
IShares MSCI EAFE Small-Cap ETF		Com11,26011,870+610$538,000$593,000+$55,0002016-01-21
Q2 2015SPY
SPDR S&P 500 ETF		Com3,2205,860+2,640$664,000$1,207,000+$543,0002015-07-13
Q2 2015MDY
SPDR S&P Mid Cap 400 ETF		Com5,5605,640+80$1,542,000$1,541,000-$1,0002015-07-13
Q1 2015EFA
IShares MSCI EAFE INDEX		Com5,2009,500+4,300$316,000$610,000+$294,0002015-04-23
Q1 2015MDY
SPDR S&P Mid Cap 400 ETF		Com5,5305,560+30$1,459,000$1,542,000+$83,0002015-04-23
Q1 2015IJR
IShares TR Core S&P Small-Cap ETF		Com4,2154,315+100$481,000$510,000+$29,0002015-04-23
Q4 2014SCZ
IShares MSCI EAFE Small-Cap ETF		Com11,21011,750+540$544,000$549,000+$5,0002015-01-21
Q3 2014MDY
SPDR S&P Mid Cap 400 ETF		Com5,5505,760+210$1,446,000$1,437,000-$9,0002014-10-16
Q2 2014MDY
SPDR S&P Mid Cap 400 ETF		Com5,4805,550+70$1,373,000$1,446,000+$73,0002014-07-10
Q2 2014IJR
IShares TR Core S&P Small-Cap ETF		Com5,6615,831+170$623,000$654,000+$31,0002014-07-10
Q1 2014SPY
SPDR S&P 500 ETF		Com1,1203,220+2,100$206,000$602,000+$396,0002014-04-10
Q1 2014MDY
SPDR S&P Mid Cap 400 ETF		Com5,4305,480+50$1,326,000$1,373,000+$47,0002014-04-10
Q1 2014IJR
IShares TR Core S&P Small-Cap ETF		Com5,5215,661+140$602,000$623,000+$21,0002014-04-10
Q4 2013MDY
SPDR S&P Mid Cap 400 ETF		Com5,1105,430+320$1,156,000$1,326,000+$170,0002014-01-23
Q4 2013IJR
IShares TR Core S&P Small-Cap ETF		Com5,4415,521+80$543,000$602,000+$59,0002014-01-23

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