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 Q2	$2.18M	Sell	14,694 -364	-2%	-$50K	0.46%	55
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 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

High Net Worth Advisory Group's IJR Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $50K and leaving 14,694 shares worth $2.18M. The position accounts for 0.46% of the portfolio, ranked #55.

High Net Worth Advisory Group first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

High Net Worth Advisory Group held 14,694 shares of iShares Core S&P Small-Cap ETF worth $2.18M as of Q2 2026.
High Net Worth Advisory Group sold 364 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $50K.
iShares Core S&P Small-Cap ETF made up 0.46% of High Net Worth Advisory Group's portfolio in Q2 2026, its #55 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 19 quarters since.
High Net Worth Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $2.46M in Q4 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.