Heritage Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Heritage Wealth Advisors’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	$31K	Hold	209	–	–	﹤0.01%	389
2026 Q1	$25.9K	Hold	209	–	–	﹤0.01%	407
2025 Q4	$25.1K	Sell	209 -56	-21%	-$6.7K	﹤0.01%	386
2025 Q3	$31.4K	Buy	265 +57	+27%	+$6.56K	﹤0.01%	339
2025 Q2	$22.8K	Hold	208	–	–	﹤0.01%	362
2025 Q1	$21.8K	Hold	208	–	–	﹤0.01%	364
2024 Q4	$24K	Buy	208 +58	+39%	+$6.93K	﹤0.01%	373
2024 Q3	$17.5K	Buy	150 +25	+20%	+$2.82K	﹤0.01%	410
2024 Q2	$13.3K	Hold	125	–	–	﹤0.01%	409
2024 Q1	$13.8K	Sell	125 -1,987	-94%	-$211K	﹤0.01%	421
2023 Q4	$229K	Buy	2,112 +1,788	+552%	+$172K	0.01%	203
2023 Q3	$30.6K	Hold	324	–	–	﹤0.01%	348
2023 Q2	$32.3K	Buy	324 +124	+62%	+$11.8K	﹤0.01%	366
2023 Q1	$19.3K	Buy	+200	New	+$20K	﹤0.01%	402
2020 Q1	–	Sell	-324	Closed	-$27.2K	–	511
2019 Q4	$27.2K	Hold	324	–	–	﹤0.01%	353
2019 Q3	$25K	Hold	324	–	–	﹤0.01%	332
2019 Q2	$25.4K	Hold	324	–	–	﹤0.01%	316
2019 Q1	$25K	Hold	324	–	–	﹤0.01%	286
2018 Q4	$22K	Hold	324	–	–	﹤0.01%	257
2018 Q3	$28K	Buy	+324	New	+$28.4K	0.01%	242

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Wealth Advisors's IJR Position: Q2 2026 in Review

Heritage Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 209 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Heritage Wealth Advisors first reported a position in IJR in Q3 2018 and has held it in 20 quarters since. The position peaked at $229K in Q4 2023. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Heritage Wealth Advisors held 209 shares of iShares Core S&P Small-Cap ETF worth $31K as of Q2 2026.
Heritage Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #389 holding.
Heritage Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 20 quarters since.
Heritage Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $229K in Q4 2023.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.