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C.V. Starr & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

C.V. Starr & Co’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.9M Hold
200,458
– – 12.99% 4
2025
Q4 		$24.1M Hold
200,458
– – 13.24% 4
2025
Q3 		$23.8M Hold
200,458
– – 11% 4
2025
Q2 		$21.9M Buy
+200,458
New +$20.7M 11.38% 4
2025
Q1 		– Sell
-200,120
Closed -$23.1M – 7
2024
Q4 		$23.1M Buy
+200,120
New +$23.9M 17.99% 4

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

C.V. Starr & Co's IJR Position: Q1 2026 in Review

C.V. Starr & Co held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 200,458 shares worth $24.9M. The position accounts for 12.99% of the portfolio, ranked #4.

C.V. Starr & Co first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • C.V. Starr & Co held 200,458 shares of iShares Core S&P Small-Cap ETF worth $24.9M as of Q1 2026.
  • C.V. Starr & Co left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 12.99% of C.V. Starr & Co's portfolio in Q1 2026, its #4 holding.
  • C.V. Starr & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on C.V. Starr & Co's 13F filing for Q1 2026, filed 11 May 2026.