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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

STAR Financial Bank's IJR Position: Q1 2026 in Review

STAR Financial Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.9% in Q1 2026, selling an estimated $397K and leaving 42,455 shares worth $5.28M. The position accounts for 2.49% of the portfolio, ranked #12.

STAR Financial Bank first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.48M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

STAR Financial Bank held 42,455 shares of iShares Core S&P Small-Cap ETF worth $5.28M as of Q1 2026.
STAR Financial Bank sold 3,128 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $397K.
iShares Core S&P Small-Cap ETF made up 2.49% of STAR Financial Bank's portfolio in Q1 2026, its #12 holding.
STAR Financial Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's iShares Core S&P Small-Cap ETF position peaked at $5.48M in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.