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Narus Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Narus Financial Partners’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
Q1 		$2.27M Sell
18,286
-1,078
-6% -$137K 0.6% 29
2025
Q4 		$2.33M Sell
19,364
-551
-3% -$65.9K 0.64% 29
2025
Q3 		$2.37M Buy
19,915
+812
+4% +$93.4K 0.65% 28
2025
Q2 		$2.09M Sell
19,103
-4,407
-19% -$456K 0.65% 31
2025
Q1 		$2.46M Sell
23,510
-1,605
-6% -$181K 0.84% 22
2024
Q4 		$2.89M Buy
25,115
+1,428
+6% +$171K 0.98% 15
2024
Q3 		$2.77M Buy
23,687
+2,906
+14% +$328K 0.99% 18
2024
Q2 		$2.22M Buy
20,781
+4,286
+26% +$459K 0.89% 21
2024
Q1 		$1.82M Buy
16,495
+1,940
+13% +$206K 0.78% 24
2023
Q4 		$1.58M Buy
14,555
+7,131
+96% +$687K 0.76% 22
2023
Q3 		$700K Buy
7,424
+2,212
+42% +$221K 0.36% 52
2023
Q2 		$519K Sell
5,212
-78
-1% -$7.43K 0.27% 64
2023
Q1 		$512K Buy
5,290
+2,260
+75% +$226K 0.28% 68
2022
Q4 		$287K Sell
3,030
-365
-11% -$35K 0.17% 84
2022
Q3 		$296K Buy
+3,395
New +$330K 0.19% 81

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Narus Financial Partners's IJR Position: Q1 2026 in Review

Narus Financial Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.6% in Q1 2026, selling an estimated $137K and leaving 18,286 shares worth $2.27M. The position accounts for 0.6% of the portfolio, ranked #29.

Narus Financial Partners first reported a position in IJR in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Narus Financial Partners held 18,286 shares of iShares Core S&P Small-Cap ETF worth $2.27M as of Q1 2026.
  • Narus Financial Partners sold 1,078 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $137K.
  • iShares Core S&P Small-Cap ETF made up 0.6% of Narus Financial Partners's portfolio in Q1 2026, its #29 holding.
  • Narus Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Narus Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $2.89M in Q4 2024.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.