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Heritage Wealth Management (Ohio)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Heritage Wealth Management (Ohio)’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 		$339K Buy
+2,287
New +$314K 0.08% 212
2026
Q1 		– Sell
-2,262
Closed -$272K – 192
2025
Q4 		$272K Buy
2,262
+115
+5% +$13.8K 0.08% 215
2025
Q3 		$255K Buy
2,147
+178
+9% +$20.5K 0.07% 215
2025
Q2 		$215K Sell
1,969
-12
-0.6% -$1.24K 0.07% 223
2025
Q1 		$207K Buy
1,981
+205
+12% +$23.1K 0.07% 219
2024
Q4 		$205K Buy
1,776
+5
+0.3% +$597 0.07% 223
2024
Q3 		$207K Buy
+1,771
New +$200K 0.07% 222

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s IJR Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 2,287 shares worth $339K. The stake represents 0.08% of the portfolio and ranks #212 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in IJR as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in IJR in Q3 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 2,287 shares of iShares Core S&P Small-Cap ETF worth $339K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #212 holding.
  • Heritage Wealth Management (Ohio) first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.