Northwest Bancshares’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Northwest Bancshares’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	$660K	Buy	4,449 +160	+4%	+$22K	0.12%	105
2026 Q1	$533K	Buy	4,289 +2,493	+139%	+$317K	0.11%	115
2025 Q4	$216K	Buy	+1,796	New	+$215K	0.04%	168
2024 Q2	–	Sell	-7,960	Closed	-$880K	–	193
2024 Q1	$880K	Buy	+7,960	New	+$845K	0.14%	90
2023 Q4	–	Sell	-3,531	Closed	-$333K	–	179
2023 Q3	$333K	Buy	3,531 +1,326	+60%	+$132K	0.06%	148
2023 Q2	$220K	Buy	+2,205	New	+$210K	0.04%	180
2018 Q3	–	Sell	-15,878	Closed	-$1.32M	–	146
2018 Q2	$1.32M	Sell	15,878 -117	-0.7%	-$9.53K	0.56%	56
2018 Q1	$1.23M	Buy	15,995 +1,064	+7%	+$82.8K	0.51%	59
2017 Q4	$1.15M	Buy	+14,931	New	+$1.13M	0.47%	62

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwest Bancshares's IJR Position: Q2 2026 in Review

Northwest Bancshares increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q2 2026, buying an estimated $22K and bringing the position to 4,449 shares worth $660K. The position accounts for 0.12% of the portfolio, ranked #105.

Northwest Bancshares first reported a position in IJR in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.32M in Q2 2018. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Northwest Bancshares held 4,449 shares of iShares Core S&P Small-Cap ETF worth $660K as of Q2 2026.
Northwest Bancshares bought 160 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $22K.
iShares Core S&P Small-Cap ETF made up 0.12% of Northwest Bancshares's portfolio in Q2 2026, its #105 holding.
Northwest Bancshares first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 9 quarters since.
Northwest Bancshares's iShares Core S&P Small-Cap ETF position peaked at $1.32M in Q2 2018.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Northwest Bancshares's 13F filing for Q2 2026, filed 14 Aug 2026.