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

Nations Financial 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 		$11.8M Sell
79,415
-11,169
-12% -$1.53M 0.56% 34
2026
Q1 		$11.3M Buy
90,584
+195
+0.2% +$24.8K 0.58% 32
2025
Q4 		$10.9M Buy
90,389
+2,343
+3% +$280K 0.57% 31
2025
Q3 		$10.5M Sell
88,046
-375
-0.4% -$43.1K 0.65% 27
2025
Q2 		$9.66M Buy
88,421
+3,411
+4% +$353K 0.66% 27
2025
Q1 		$8.89M Sell
85,010
-15,369
-15% -$1.73M 0.68% 29
2024
Q4 		$11.6M Sell
100,379
-10,078
-9% -$1.2M 0.85% 18
2024
Q3 		$12.9M Sell
110,457
-3,365
-3% -$380K 0.94% 17
2024
Q2 		$12.1M Sell
113,822
-6,045
-5% -$647K 0.99% 16
2024
Q1 		$13.2M Buy
119,867
+10,992
+10% +$1.17M 1.12% 13
2023
Q4 		$11.8M Sell
108,875
-11,130
-9% -$1.07M 1.09% 13
2023
Q3 		$11.3M Buy
120,005
+9,690
+9% +$968K 1.14% 13
2023
Q2 		$11M Sell
110,315
-1,235
-1% -$118K 1.08% 14
2023
Q1 		$10.8M Buy
111,550
+1,453
+1% +$145K 1.13% 12
2022
Q4 		$10.4M Sell
110,097
-30,439
-22% -$2.92M 1.17% 10
2022
Q3 		$12.3M Sell
140,536
-338
-0.2% -$32.8K 1.77% 7
2022
Q2 		$13M Buy
140,874
+3,324
+2% +$331K 1.75% 8
2022
Q1 		$14.8M Buy
137,550
+4,062
+3% +$438K 1.78% 7
2021
Q4 		$15.3M Buy
133,488
+2,747
+2% +$313K 2.01% 7
2021
Q3 		$14.3M Buy
130,741
+1,679
+1% +$185K 2.17% 6
2021
Q2 		$14.6M Buy
129,062
+2,834
+2% +$316K 2.44% 5
2021
Q1 		$13.7M Sell
126,228
-471
-0.4% -$49.3K 3.12% 3
2020
Q4 		$11.6M Buy
126,699
+3,418
+3% +$281K 3.07% 3
2020
Q3 		$8.66M Buy
123,281
+4,142
+3% +$297K 2.69% 4
2020
Q2 		$8.14M Buy
119,139
+3,321
+3% +$210K 2.89% 3
2020
Q1 		$6.5M Buy
115,818
+6,228
+6% +$464K 2.77% 3
2019
Q4 		$9.19M Buy
109,590
+1,602
+1% +$129K 3.17% 3
2019
Q3 		$8.58M Buy
107,988
+23,149
+27% +$1.79M 3.08% 3
2019
Q2 		$6.64M Buy
84,839
+3,679
+5% +$286K 4.39% 2
2019
Q1 		$6.26M Buy
81,160
+4,977
+7% +$382K 4.29% 3
2018
Q4 		$5.28M Buy
76,183
+4,965
+7% +$384K 4.23% 3
2018
Q3 		$6.21M Buy
71,218
+1,618
+2% +$142K 4.45% 3
2018
Q2 		$5.81M Buy
69,600
+2,891
+4% +$236K 4.85% 3
2018
Q1 		$5.14M Buy
66,709
+146
+0.2% +$11.4K 4.69% 3
2017
Q4 		$5.11M Buy
66,563
+2,440
+4% +$184K 4.69% 3
2017
Q3 		$4.76M Buy
64,123
+8,115
+14% +$569K 4.62% 3
2017
Q2 		$3.93M Buy
56,008
+21,405
+62% +$1.48M 3.23% 4
2017
Q1 		$2.39M Buy
34,603
+17,049
+97% +$1.18M 2.33% 7
2016
Q4 		$1.21M Buy
17,554
+7,568
+76% +$488K 1.3% 19
2016
Q3 		$620K Buy
9,986
+1,840
+23% +$112K 0.61% 51
2016
Q2 		$473K Buy
8,146
+1,288
+19% +$73.4K 0.5% 60
2016
Q1 		$386K Buy
6,858
+546
+9% +$28.5K 0.44% 72
2015
Q4 		$348K Buy
+6,312
New +$356K 0.45% 74

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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

Nations Financial Group's IJR Position: Q2 2026 in Review

Nations Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $1.53M and leaving 79,415 shares worth $11.8M. The position accounts for 0.56% of the portfolio, ranked #34.

Nations Financial Group first reported a position in IJR in Q4 2015 and has held it in 43 quarters since. The position peaked at $15.3M in Q4 2021. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Nations Financial Group held 79,415 shares of iShares Core S&P Small-Cap ETF worth $11.8M as of Q2 2026.
  • Nations Financial Group sold 11,169 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.53M.
  • iShares Core S&P Small-Cap ETF made up 0.56% of Nations Financial Group's portfolio in Q2 2026, its #34 holding.
  • Nations Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's iShares Core S&P Small-Cap ETF position peaked at $15.3M in Q4 2021.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.