First National Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$897K Buy
6,051
+93
+2% +$12.8K 0.13% 132
2026
Q1
$741K Buy
5,958
+700
+13% +$88.9K 0.11% 139
2025
Q4
$632K Sell
5,258
-29
-0.5% -$3.47K 0.09% 150
2025
Q3
$628K Sell
5,287
-222
-4% -$25.5K 0.09% 160
2025
Q2
$602K Sell
5,509
-20
-0.4% -$2.07K 0.09% 159
2025
Q1
$578K Buy
5,529
+36
+0.7% +$4.06K 0.09% 153
2024
Q4
$633K Sell
5,493
-196
-3% -$23.4K 0.1% 139
2024
Q3
$665K Buy
5,689
+447
+9% +$50.5K 0.11% 142
2024
Q2
$559K Buy
5,242
+832
+19% +$89K 0.1% 144
2024
Q1
$487K Buy
4,410
+301
+7% +$32K 0.11% 146
2023
Q4
$445K Buy
+4,109
New +$396K 0.13% 138

Other funds holding IJR

First National Advisers's IJR Position: Q2 2026 in Review

First National Advisers increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, buying an estimated $12.8K and bringing the position to 6,051 shares worth $897K. The position accounts for 0.13% of the portfolio, ranked #132.

First National Advisers first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • First National Advisers held 6,051 shares of iShares Core S&P Small-Cap ETF worth $897K as of Q2 2026.
  • First National Advisers bought 93 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $12.8K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of First National Advisers's portfolio in Q2 2026, its #132 holding.
  • First National Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.