N.E.W. Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Other funds holding IJR
N.E.W. Advisory Services's IJR Position: Q2 2026 in Review
N.E.W. Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 33% in Q2 2026, buying an estimated $32.1K and bringing the position to 933 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #260.
N.E.W. Advisory Services first reported a position in IJR in Q4 2020 and has held it in 12 quarters since. The position peaked at $644K in Q4 2020. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- N.E.W. Advisory Services held 933 shares of iShares Core S&P Small-Cap ETF worth $138K as of Q2 2026.
- N.E.W. Advisory Services bought 234 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $32.1K.
- iShares Core S&P Small-Cap ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #260 holding.
- N.E.W. Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 12 quarters since.
- N.E.W. Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $644K in Q4 2020.
- 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.