Lodestar Private Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lodestar Private Asset Management’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	$20M	Buy	161,024 +8,571	+6%	+$1.09M	1.97%	13
2025 Q4	$18.3M	Buy	152,453 +6,052	+4%	+$724K	1.84%	15
2025 Q3	$17.4M	Buy	146,401 +7,700	+6%	+$886K	1.82%	14
2025 Q2	$15.2M	Buy	138,701 +1,947	+1%	+$201K	1.75%	16
2025 Q1	$14.3M	Buy	136,754 +3,934	+3%	+$444K	1.8%	14
2024 Q4	$15.3M	Buy	132,820 +10,167	+8%	+$1.21M	1.91%	14
2024 Q3	$14.3M	Buy	122,653 +5,646	+5%	+$638K	1.83%	15
2024 Q2	$12.5M	Buy	117,007 +1,395	+1%	+$149K	1.72%	15
2024 Q1	$12.8M	Buy	115,612 +4,421	+4%	+$469K	1.82%	15
2023 Q4	$12M	Buy	111,191 +12,977	+13%	+$1.25M	1.85%	15
2023 Q3	$9.26M	Buy	98,214 +2,470	+3%	+$247K	1.59%	16
2023 Q2	$9.54M	Buy	95,744 +2,941	+3%	+$280K	1.6%	16
2023 Q1	$8.97M	Sell	92,803 -1,943	-2%	-$194K	1.6%	16
2022 Q4	$8.97M	Buy	+94,746	New	+$9.09M	1.72%	17

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lodestar Private Asset Management's IJR Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.6% in Q1 2026, buying an estimated $1.09M and bringing the position to 161,024 shares worth $20M. The position accounts for 1.97% of the portfolio, ranked #13.

Lodestar Private Asset Management first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Lodestar Private Asset Management held 161,024 shares of iShares Core S&P Small-Cap ETF worth $20M as of Q1 2026.
Lodestar Private Asset Management bought 8,571 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.09M.
iShares Core S&P Small-Cap ETF made up 1.97% of Lodestar Private Asset Management's portfolio in Q1 2026, its #13 holding.
Lodestar Private Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.