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

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

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 SPY; Country of operation —; Class Com; Shares before 32,381.
  • Q4 2025: Stock SPY; Country of operation —; Class Com; Shares before 32,874.
  • Q4 2025: Stock MDY; Country of operation —; Class Com; Shares before 732.
  • Q3 2025: Stock IJR; Country of operation —; Class Com; Shares before 6,560.

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 2026SPY
State Street SPDR S&P 500 ETF		Com32,38131,543-838$21,058,660$23,555,366+$2,496,7062026-07-23
Q4 2025SPY
SPDR S&P 500 ETF		Com32,87432,159-715$21,900,001$21,929,865+$29,8642026-02-09
Q4 2025MDY
SPDR S&P Mid Cap 400 ETF		Com732728-4$436,294$439,188+$2,8942026-02-09
Q3 2025IJR
IShares TR Core S&P Small-Cap ETF		Com6,5606,253-307$716,942$743,044+$26,1022025-10-24
Q3 2025MDY
SPDR S&P Mid Cap 400 ETF		Com735732-3$416,363$436,294+$19,9312025-10-24
Q2 2025SPY
SPDR S&P 500 ETF		Com33,18332,203-980$18,562,238$19,896,624+$1,334,3862025-08-08
Q2 2025IJR
IShares TR Core S&P Small-Cap ETF		Com6,6006,560-40$690,162$716,942+$26,7802025-08-08
Q1 2025ITOT
IShares Core S&P Total U S Stock Market ETF		Com11,83511,750-85$1,522,218$1,433,618-$88,6002025-05-02
Q1 2025MDY
SPDR S&P Mid Cap 400 ETF		Com743735-8$423,198$392,108-$31,0902025-05-02
Q3 2024ITOT
IShares Core S&P Total U S Stock Market ETF		Com13,61511,835-1,780$1,617,190$1,486,713-$130,4772024-11-14
Q3 2024IJR
IShares TR Core S&P Small-Cap ETF		Com6,9896,600-389$745,447$771,936+$26,4892024-11-14
Q2 2024IJH
IShares Core S&P Mid-Cap ETF		Com18,79518,700-95$1,141,608$1,094,324-$47,2842024-07-26
Q2 2024IWM
IShares Russell 2000 Index Fund		Com3,1133,085-28$654,664$625,916-$28,7482024-07-26
Q2 2024ITOT
IShares Core S&P Total U S Stock Market ETF		Com14,22013,615-605$1,639,566$1,617,190-$22,3762024-07-26
Q2 2024MDY
SPDR S&P Mid Cap 400 ETF		Com752743-9$418,413$397,564-$20,8492024-07-26
Q2 2024EFA
IShares MSCI EAFE INDEX		Com5,3335,200-133$425,893$407,316-$18,5772024-07-26
Q1 2024ITOT
IShares Core S&P Total U S Stock Market ETF		Com16,00014,220-1,780$1,683,680$1,639,566-$44,1142024-04-26
Q3 2016SPY
SPDR S&P 500 ETF		Com6,4206,380-40$1,345,000$1,380,000+$35,0002016-11-07
Q3 2016MDY
SPDR S&P Mid Cap 400 ETF		Com4,8404,770-70$1,318,000$1,347,000+$29,0002016-11-07
Q3 2016IJR
IShares TR Core S&P Small-Cap ETF		Com3,4803,340-140$404,000$415,000+$11,0002016-11-07
Q2 2016MDY
SPDR S&P Mid Cap 400 ETF		Com4,8904,840-50$1,285,000$1,318,000+$33,0002016-07-15
Q2 2016SCZ
IShares MSCI EAFE Small-Cap ETF		Com11,87011,640-230$591,000$562,000-$29,0002016-07-15
Q2 2016IJR
IShares TR Core S&P Small-Cap ETF		Com3,5903,480-110$404,000$404,000$02016-07-15
Q4 2015MDY
SPDR S&P Mid Cap 400 ETF		Com5,6404,870-770$1,404,000$1,237,000-$167,0002016-01-21
Q4 2015IJR
IShares TR Core S&P Small-Cap ETF		Com4,2153,270-945$449,000$360,000-$89,0002016-01-21
Q2 2015IWM
IShares Russell 2000 Index Fund		Com3,5853,085-500$446,000$385,000-$61,0002015-07-13
Q2 2015EFA
IShares MSCI EAFE INDEX		Com9,5008,800-700$610,000$559,000-$51,0002015-07-13
Q2 2015VWO
Vanguard FTSE Emerging Markets ETF		Com5,5805,100-480$228,000$208,000-$20,0002015-07-13
Q2 2015IJR
IShares TR Core S&P Small-Cap ETF		Com4,3154,215-100$510,000$496,000-$14,0002015-07-13
Q2 2015SCZ
IShares MSCI EAFE Small-Cap ETF		Com11,54011,260-280$571,000$574,000+$3,0002015-07-13
Q1 2015SCZ
IShares MSCI EAFE Small-Cap ETF		Com11,75011,540-210$549,000$571,000+$22,0002015-04-23
Q4 2014MDY
SPDR S&P Mid Cap 400 ETF		Com5,7605,530-230$1,437,000$1,459,000+$22,0002015-01-21
Q4 2014IJR
IShares TR Core S&P Small-Cap ETF		Com4,4714,215-256$466,000$481,000+$15,0002015-01-21
Q3 2014IJR
IShares TR Core S&P Small-Cap ETF		Com5,8314,471-1,360$654,000$466,000-$188,0002014-10-16
Q3 2013MDY
SPDR S&P Mid Cap 400 ETF		Com5,2705,110-160$1,107,000$1,156,000+$49,0002013-10-07
Q3 2013IJR
IShares TR Core S&P Small-Cap ETF		Com5,7015,441-260$514,000$543,000+$29,0002013-10-07

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