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Northstar Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Northstar Advisory 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 		$8.15M Buy
54,963
+49,099
+837% +$6.74M 2.53% 11
2026
Q1 		$729K Sell
5,864
-30,324
-84% -$3.85M 0.27% 67
2025
Q4 		$4.35M Buy
36,188
+30,824
+575% +$3.69M 1.54% 17
2025
Q3 		$637K Sell
5,364
-33
-0.6% -$3.79K 0.26% 67
2025
Q2 		$590K Buy
5,397
+22
+0.4% +$2.27K 0.29% 64
2025
Q1 		$562K Sell
5,375
-2,655
-33% -$300K 0.37% 61
2024
Q4 		$925K Buy
8,030
+1,778
+28% +$212K 0.47% 47
2024
Q3 		$731K Buy
6,252
+93
+2% +$10.5K 0.38% 57
2024
Q2 		$657K Buy
6,159
+118
+2% +$12.6K 0.38% 53
2024
Q1 		$662K Sell
6,041
-54,304
-90% -$5.77M 0.4% 48
2023
Q4 		$6.53M Buy
60,345
+42,623
+241% +$4.11M 3.88% 6
2023
Q3 		$1.67M Buy
17,722
+11,600
+189% +$1.16M 1.22% 21
2023
Q2 		$610K Buy
+6,122
New +$583K 0.4% 47
2023
Q1 		– Sell
-84,284
Closed -$7.98M – 93
2022
Q4 		$7.98M Buy
84,284
+22,234
+36% +$2.13M 6.3% 4
2022
Q3 		$5.41M Buy
62,050
+2,869
+5% +$279K 4.85% 4
2022
Q2 		$5.47M Buy
59,181
+23,912
+68% +$2.38M 4.06% 6
2022
Q1 		$3.81M Buy
35,269
+32,588
+1,216% +$3.52M 2.45% 9
2021
Q4 		$307K Buy
+2,681
New +$306K 0.18% 81
2021
Q3 		– Sell
-2,693
Closed -$304K – 76
2021
Q2 		$304K Sell
2,693
-18,800
-87% -$2.1M 0.19% 94
2021
Q1 		$2.33M Sell
21,493
-7,418
-26% -$776K 1.78% 14
2020
Q4 		$2.66M Buy
+28,911
New +$2.38M 2.23% 10

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Northstar Advisory Group's IJR Position: Q2 2026 in Review

Northstar Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 837% in Q2 2026, buying an estimated $6.74M and bringing the position to 54,963 shares worth $8.15M. The position accounts for 2.53% of the portfolio, ranked #11.

Northstar Advisory Group first reported a position in IJR in Q4 2020 and has held it in 21 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Northstar Advisory Group held 54,963 shares of iShares Core S&P Small-Cap ETF worth $8.15M as of Q2 2026.
  • Northstar Advisory Group bought 49,099 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.74M.
  • iShares Core S&P Small-Cap ETF made up 2.53% of Northstar Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Northstar Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.