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NorthStar Asset Management (New Jersey)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

NorthStar Asset Management (New Jersey)’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 		$32.1K Buy
+28,891
New +$3.96M 0.01% 106

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s IJR Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 28,891 shares worth $32.1K. The stake represents 0.01% of the portfolio and ranks #106 among its holdings.

2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • NorthStar Asset Management (New Jersey) held 28,891 shares of iShares Core S&P Small-Cap ETF worth $32.1K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new NorthStar Asset Management (New Jersey) position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.01% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #106 holding.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.