NBC Securities’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

NBC Securities’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	$5.45M	Sell	36,776 -222	-0.6%	-$30.5K	0.37%	49
2026 Q1	$4.6M	Buy	36,998 +1,041	+3%	+$132K	0.35%	57
2025 Q4	$4.32M	Buy	35,957 +1,848	+5%	+$221K	0.32%	56
2025 Q3	$4.05M	Buy	34,109 +2,383	+8%	+$274K	0.31%	62
2025 Q2	$3.47M	Buy	31,726 +4,612	+17%	+$477K	0.28%	76
2025 Q1	$2.83M	Buy	27,114 +27,088	+104,185%	+$3.06M	0.24%	92
2024 Q4	$3K	Sell	26 -25,475	-100%	-$3.04M	0.28%	77
2024 Q3	$2.98M	Buy	25,501 +880	+4%	+$99.4K	0.25%	86
2024 Q2	$2.63M	Buy	24,621 +3,590	+17%	+$384K	0.24%	90
2024 Q1	$2.32M	Buy	21,031 +1,041	+5%	+$111K	0.22%	100
2023 Q4	$2.16M	Buy	19,990 +4,661	+30%	+$449K	0.22%	97
2023 Q3	$1.45M	Buy	+15,329	New	+$1.53M	0.16%	125

Other funds holding IJR

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

NBC Securities's IJR Position: Q2 2026 in Review

NBC Securities reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.6% in Q2 2026, selling an estimated $30.5K and leaving 36,776 shares worth $5.45M. The position accounts for 0.37% of the portfolio, ranked #49.

NBC Securities first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 707 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

NBC Securities held 36,776 shares of iShares Core S&P Small-Cap ETF worth $5.45M as of Q2 2026.
NBC Securities sold 222 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $30.5K.
iShares Core S&P Small-Cap ETF made up 0.37% of NBC Securities's portfolio in Q2 2026, its #49 holding.
NBC Securities first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
707 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.