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STAR Financial Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

STAR Financial Bank’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 		$7.11M Buy
47,909
+5,454
+13% +$748K 2.89% 11
2026
Q1 		$5.28M Sell
42,455
-3,128
-7% -$397K 2.49% 12
2025
Q4 		$5.48M Buy
45,583
+15,495
+51% +$1.85M 2.8% 7
2025
Q3 		$3.58M Sell
30,088
-3,106
-9% -$357K 2.11% 11
2025
Q2 		$3.63M Buy
33,194
+4,922
+17% +$509K 2.3% 6
2025
Q1 		$2.96M Buy
28,272
+1,452
+5% +$164K 2.16% 11
2024
Q4 		$3.09M Buy
26,820
+2,453
+10% +$293K 2.22% 9
2024
Q3 		$2.85M Buy
24,367
+5,064
+26% +$572K 1.92% 11
2024
Q2 		$2.06M Buy
19,303
+7,523
+64% +$805K 1.59% 10
2024
Q1 		$1.3M Sell
11,780
-705
-6% -$74.9K 1.11% 25
2023
Q4 		$1.35M Sell
12,485
-3,065
-20% -$295K 1.23% 25
2023
Q3 		$1.47M Sell
15,550
-303
-2% -$30.3K 1.5% 13
2023
Q2 		$1.58M Buy
15,853
+1,485
+10% +$141K 1.48% 16
2023
Q1 		$1.39M Buy
14,368
+119
+0.8% +$11.9K 1.35% 17
2022
Q4 		$1.35M Buy
+14,249
New +$1.37M 1.34% 20

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

STAR Financial Bank's IJR Position: Q2 2026 in Review

STAR Financial Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, buying an estimated $748K and bringing the position to 47,909 shares worth $7.11M. The position accounts for 2.89% of the portfolio, ranked #11.

STAR Financial Bank first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • STAR Financial Bank held 47,909 shares of iShares Core S&P Small-Cap ETF worth $7.11M as of Q2 2026.
  • STAR Financial Bank bought 5,454 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $748K.
  • iShares Core S&P Small-Cap ETF made up 2.89% of STAR Financial Bank's portfolio in Q2 2026, its #11 holding.
  • STAR Financial Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.