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Stonebridge Financial Group (Pennsylvania)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$249K Buy
1,680
+30
+2% +$4.12K 0.02% 243
2026
Q1 		$205K Sell
1,650
-3,945
-71% -$501K 0.02% 254
2025
Q4 		$672K Sell
5,595
-7,883
-58% -$943K 0.06% 139
2025
Q3 		$1.6M Buy
13,478
+1,318
+11% +$152K 0.14% 104
2025
Q2 		$1.33M Buy
12,160
+430
+4% +$44.4K 0.13% 104
2025
Q1 		$1.23M Buy
11,730
+690
+6% +$77.9K 0.13% 103
2024
Q4 		$1.27M Buy
+11,040
New +$1.32M 0.14% 101

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IJR Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $4.12K and bringing the position to 1,680 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #243.

Stonebridge Financial Group (Pennsylvania) first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q3 2025. 2,552 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 1,680 shares of iShares Core S&P Small-Cap ETF worth $249K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 30 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.12K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #243 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Core S&P Small-Cap ETF position peaked at $1.6M in Q3 2025.
  • 2,552 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.