IWN
IJR icon

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

Independent Wealth Network’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 		$501K Buy
3,380
+47
+1% +$6.45K 0.13% 181
2026
Q1 		$414K Sell
3,333
-30
-0.9% -$3.81K 0.12% 186
2025
Q4 		$404K Sell
3,363
-45
-1% -$5.38K 0.12% 177
2025
Q3 		$405K Buy
3,408
+38
+1% +$4.37K 0.13% 176
2025
Q2 		$368K Sell
3,370
-21
-0.6% -$2.17K 0.13% 173
2025
Q1 		$355K Sell
3,391
-45
-1% -$5.08K 0.14% 162
2024
Q4 		$396K Sell
3,436
-91
-3% -$10.9K 0.16% 147
2024
Q3 		$412K Sell
3,527
-97
-3% -$11K 0.18% 134
2024
Q2 		$387K Buy
3,624
+26
+0.7% +$2.78K 0.18% 135
2024
Q1 		$398K Buy
3,598
+12
+0.3% +$1.27K 0.19% 137
2023
Q4 		$388K Buy
3,586
+47
+1% +$4.53K 0.2% 126
2023
Q3 		$334K Sell
3,539
-150
-4% -$15K 0.21% 122
2023
Q2 		$368K Sell
3,689
-217
-6% -$20.7K 0.22% 118
2023
Q1 		$378K Sell
3,906
-144
-4% -$14.4K 0.24% 104
2022
Q4 		$383K Sell
4,050
-20
-0.5% -$1.92K 0.26% 93
2022
Q3 		$355K Sell
4,070
-81
-2% -$7.87K 0.28% 98
2022
Q2 		$384K Sell
4,151
-115
-3% -$11.4K 0.28% 95
2022
Q1 		$460K Buy
4,266
+236
+6% +$25.5K 0.29% 94
2021
Q4 		$461K Buy
4,030
+115
+3% +$13.1K 0.28% 96
2021
Q3 		$462K Buy
+3,915
New +$431K 0.3% 99

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Independent Wealth Network's IJR Position: Q2 2026 in Review

Independent Wealth Network increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, buying an estimated $6.45K and bringing the position to 3,380 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #181.

Independent Wealth Network first reported a position in IJR in Q3 2021 and has held it in 20 quarters since. 963 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Independent Wealth Network held 3,380 shares of iShares Core S&P Small-Cap ETF worth $501K as of Q2 2026.
  • Independent Wealth Network bought 47 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.45K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Independent Wealth Network's portfolio in Q2 2026, its #181 holding.
  • Independent Wealth Network first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.