Northside Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Northside Capital 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 Q3	$7.81M	Hold	57,415	–	–	0.62%	49
2026 Q2	$8.52M	Sell	57,415 -121	-0.2%	-$16.6K	0.7%	47
2026 Q1	$7.15M	Buy	57,536 +54,378	+1,722%	+$6.91M	0.63%	50
2025 Q4	$380K	Hold	3,158	–	–	0.03%	151
2025 Q3	$375K	Hold	3,158	–	–	0.03%	154
2025 Q2	$345K	Hold	3,158	–	–	0.03%	151
2025 Q1	$330K	Hold	3,158	–	–	0.05%	83
2024 Q4	$364K	Hold	3,158	–	–	0.1%	75
2024 Q3	$369K	Hold	3,158	–	–	0.06%	76
2024 Q2	$337K	Hold	3,158	–	–	0.06%	74
2024 Q1	$349K	Hold	3,158	–	–	0.06%	75
2023 Q4	$342K	Buy	3,158 +12	+0.4%	+$1.16K	0.11%	75
2023 Q3	$297K	Sell	3,146 -1	-0%	-$100	0.07%	74
2023 Q2	$314K	Buy	3,147 +709	+29%	+$67.5K	0.11%	70
2023 Q1	$236K	Buy	2,438 +9	+0.4%	+$900	0.06%	86
2022 Q4	$230K	Buy	+2,429	New	+$233K	0.07%	85

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Northside Capital Management's IJR Position: Q3 2026 in Review

Northside Capital Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 57,415 shares worth $7.81M. The position accounts for 0.62% of the portfolio, ranked #49.

Northside Capital Management first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.52M in Q2 2026. 341 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Northside Capital Management held 57,415 shares of iShares Core S&P Small-Cap ETF worth $7.81M as of Q3 2026.
Northside Capital Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.62% of Northside Capital Management's portfolio in Q3 2026, its #49 holding.
Northside Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Northside Capital Management's iShares Core S&P Small-Cap ETF position peaked at $8.52M in Q2 2026.
341 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Northside Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.