NWMG
IJR icon

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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return