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Guardian Wealth Advisors (North Carolina)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.08M Buy
8,677
+426
+5% +$54.1K 0.07% 151
2025
Q4 		$992K Sell
8,251
-408
-5% -$48.8K 0.06% 154
2025
Q3 		$1.03M Buy
8,659
+22
+0.3% +$2.53K 0.07% 148
2025
Q2 		$944K Sell
8,637
-311
-3% -$32.1K 0.07% 148
2025
Q1 		$936K Buy
8,948
+89
+1% +$10K 0.07% 133
2024
Q4 		$1.02M Buy
8,859
+8,187
+1,218% +$978K 0.08% 129
2024
Q3 		$78.6K Sell
672
-272
-29% -$30.7K 0.01% 294
2024
Q2 		$101K Buy
944
+23
+2% +$2.46K 0.01% 271
2024
Q1 		$102K Sell
921
-424
-32% -$45K 0.01% 285
2023
Q4 		$146K Buy
1,345
+298
+28% +$28.7K 0.02% 254
2023
Q3 		$99.2K Sell
1,047
-14
-1% -$1.4K 0.02% 261
2023
Q2 		$106K Buy
1,061
+277
+35% +$26.4K 0.02% 246
2023
Q1 		$75.8K Hold
784
– – 0.01% 246
2022
Q4 		$74.2K Buy
784
+14
+2% +$1.34K 0.01% 234
2022
Q3 		$67K Sell
770
-356
-32% -$34.6K 0.01% 225
2022
Q2 		$104K Buy
1,126
+18
+2% +$1.79K 0.02% 201
2022
Q1 		$120K Sell
1,108
-8
-0.7% -$863 0.05% 167
2021
Q4 		$128K Buy
+1,116
New +$127K 0.06% 153

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IJR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q1 2026, buying an estimated $54.1K and bringing the position to 8,677 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #151.

Guardian Wealth Advisors (North Carolina) first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 8,677 shares of iShares Core S&P Small-Cap ETF worth $1.08M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 426 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $54.1K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #151 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.