Nabity-Jensen Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nabity-Jensen Investment Management’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	$650K	Hold	4,380	–	–	0.4%	46
2026 Q1	$544K	Hold	4,380	–	–	0.38%	44
2025 Q4	$526K	Hold	4,380	–	–	0.36%	45
2025 Q3	$520K	Hold	4,380	–	–	0.36%	44
2025 Q2	$479K	Hold	4,380	–	–	0.35%	46
2025 Q1	$458K	Hold	4,380	–	–	0.36%	46
2024 Q4	$505K	Hold	4,380	–	–	0.38%	46
2024 Q3	$512K	Sell	4,380 -187	-4%	-$21.1K	0.39%	47
2024 Q2	$487K	Hold	4,567	–	–	0.4%	46
2024 Q1	$505K	Hold	4,567	–	–	0.42%	45
2023 Q4	$494K	Buy	+4,567	New	+$440K	0.44%	44

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Nabity-Jensen Investment Management's IJR Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,380 shares worth $650K. The position accounts for 0.4% of the portfolio, ranked #46.

Nabity-Jensen Investment Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,177 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nabity-Jensen Investment Management held 4,380 shares of iShares Core S&P Small-Cap ETF worth $650K as of Q2 2026.
Nabity-Jensen Investment Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.4% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #46 holding.
Nabity-Jensen Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.