Nalls Sherbakoff Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nalls Sherbakoff 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	$70.5K	Hold	476	–	–	0.05%	156
2026 Q1	$59.1K	Hold	476	–	–	0.04%	176
2025 Q4	$57.1K	Hold	476	–	–	0.04%	186
2025 Q3	$56.5K	Buy	476 +2	+0.4%	+$230	0.04%	198
2025 Q2	$51.8K	Buy	474 +2	+0.4%	+$207	0.04%	195
2025 Q1	$49.4K	Buy	+472	New	+$53.3K	0.04%	188
2018 Q4	$139K	Buy	+2,000	New	+$155K	0.22%	63

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

Nalls Sherbakoff Group's IJR Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 476 shares worth $70.5K. The position accounts for 0.05% of the portfolio, ranked #156.

Nalls Sherbakoff Group first reported a position in IJR in Q4 2018 and has held it in 7 quarters since. The position peaked at $139K in Q4 2018. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nalls Sherbakoff Group held 476 shares of iShares Core S&P Small-Cap ETF worth $70.5K as of Q2 2026.
Nalls Sherbakoff Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #156 holding.
Nalls Sherbakoff Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 7 quarters since.
Nalls Sherbakoff Group's iShares Core S&P Small-Cap ETF position peaked at $139K in Q4 2018.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.