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High Net Worth Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

High Net Worth Advisory Group’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 		$1.87M Sell
15,058
-953
-6% -$121K 0.44% 58
2025
Q4 		$1.92M Buy
16,011
+334
+2% +$39.9K 0.44% 54
2025
Q3 		$1.86M Sell
15,677
-917
-6% -$105K 0.45% 54
2025
Q2 		$1.81M Sell
16,594
-251
-1% -$25.9K 0.48% 49
2025
Q1 		$1.76M Buy
16,845
+1,007
+6% +$114K 0.5% 52
2024
Q4 		$1.82M Buy
15,838
+283
+2% +$33.8K 0.51% 49
2024
Q3 		$1.82M Sell
15,555
-108
-0.7% -$12.2K 0.5% 51
2024
Q2 		$1.67M Buy
15,663
+5
+0% +$535 0.51% 50
2024
Q1 		$1.73M Buy
15,658
+14
+0.1% +$1.49K 0.54% 47
2023
Q4 		$1.69M Buy
15,644
+876
+6% +$84.4K 0.63% 40
2023
Q3 		$1.39M Buy
14,768
+453
+3% +$45.3K 0.56% 50
2023
Q2 		$1.43M Sell
14,315
-1,715
-11% -$163K 0.55% 49
2023
Q1 		$1.55M Sell
16,030
-329
-2% -$32.9K 0.63% 43
2022
Q4 		$1.55M Sell
16,359
-2,930
-15% -$281K 0.6% 45
2022
Q3 		$1.68M Buy
19,289
+83
+0.4% +$8.06K 0.72% 33
2022
Q2 		$1.77M Sell
19,206
-3,063
-14% -$305K 0.74% 35
2022
Q1 		$2.4M Buy
22,269
+799
+4% +$86.2K 0.87% 25
2021
Q4 		$2.46M Buy
+21,470
New +$2.45M 0.86% 28

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

High Net Worth Advisory Group's IJR Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6% in Q1 2026, selling an estimated $121K and leaving 15,058 shares worth $1.87M. The position accounts for 0.44% of the portfolio, ranked #58.

High Net Worth Advisory Group first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • High Net Worth Advisory Group held 15,058 shares of iShares Core S&P Small-Cap ETF worth $1.87M as of Q1 2026.
  • High Net Worth Advisory Group sold 953 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $121K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of High Net Worth Advisory Group's portfolio in Q1 2026, its #58 holding.
  • High Net Worth Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $2.46M in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.