National Wealth Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

National Wealth Management 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	$1.43M	Buy	9,672 +152	+2%	+$20.9K	0.44%	59
2026 Q1	$1.18M	Buy	9,520 +311	+3%	+$39.5K	0.44%	49
2025 Q4	$1.11M	Buy	9,209 +583	+7%	+$69.7K	0.38%	55
2025 Q3	$1.03M	Buy	8,626 +714	+9%	+$82.1K	0.39%	52
2025 Q2	$865K	Buy	7,912 +119	+2%	+$12.3K	0.48%	43
2025 Q1	$815K	Buy	7,793 +369	+5%	+$41.6K	0.54%	42
2024 Q4	$855K	Buy	7,424 +26	+0.4%	+$3.11K	0.57%	42
2024 Q3	$865K	Sell	7,398 -1,206	-14%	-$136K	0.59%	40
2024 Q2	$918K	Buy	8,604 +308	+4%	+$33K	0.7%	40
2024 Q1	$917K	Buy	8,296 +96	+1%	+$10.2K	0.71%	38
2023 Q4	$888K	Buy	8,200 +3,433	+72%	+$331K	0.86%	34
2023 Q3	$450K	Sell	4,767 -8,533	-64%	-$852K	0.49%	65
2023 Q2	$1.37M	Buy	13,300 +4,401	+49%	+$419K	1.43%	19
2023 Q1	$817K	Buy	8,899 +2,948	+50%	+$295K	0.93%	30
2022 Q4	$563K	Buy	5,951 +370	+7%	+$35.5K	0.68%	37
2022 Q3	$487K	Buy	+5,581	New	+$542K	0.63%	41
2022 Q2	–	Sell	-4,653	Closed	-$502K	–	120
2022 Q1	$502K	Buy	+4,653	New	+$502K	0.48%	60

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

National Wealth Management Group's IJR Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, buying an estimated $20.9K and bringing the position to 9,672 shares worth $1.43M. The position accounts for 0.44% of the portfolio, ranked #59.

National Wealth Management Group first reported a position in IJR in Q1 2022 and has held it in 17 quarters since. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

National Wealth Management Group held 9,672 shares of iShares Core S&P Small-Cap ETF worth $1.43M as of Q2 2026.
National Wealth Management Group bought 152 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $20.9K.
iShares Core S&P Small-Cap ETF made up 0.44% of National Wealth Management Group's portfolio in Q2 2026, its #59 holding.
National Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.