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New Harbor Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

New Harbor Financial Group’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
Q2 		$28M Buy
+188,643
New +$25.9M 4.42% 12
2014
Q1 		– Sell
-276
Closed -$15K – 106
2013
Q4 		$15K Hold
276
– – 0.02% 62
2013
Q3 		$14K Buy
+276
New +$13.3K 0.02% 62

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

New Harbor Financial Group's IJR Position: Q2 2026 in Review

New Harbor Financial Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 188,643 shares worth $28M. The stake represents 4.42% of the portfolio and ranks #12 among its holdings. This is a return to the name: New Harbor Financial Group previously reported a position in IJR as recently as Q4 2013.

New Harbor Financial Group first reported a position in IJR in Q3 2013 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • New Harbor Financial Group held 188,643 shares of iShares Core S&P Small-Cap ETF worth $28M as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new New Harbor Financial Group position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 4.42% of New Harbor Financial Group's portfolio in Q2 2026, its #12 holding.
  • New Harbor Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 3 quarters since.
  • 984 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.