Nestegg Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nestegg Advisors’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	$14.7M	Sell	99,424 -472	-0.5%	-$64.8K	10.43%	3
2026 Q1	$12.4M	Sell	99,896 -2,564	-3%	-$326K	10.91%	3
2025 Q4	$12.3M	Sell	102,460 -710	-0.7%	-$84.9K	10.52%	3
2025 Q3	$12.3M	Sell	103,170 -1,260	-1%	-$145K	10.88%	3
2025 Q2	$11.4M	Buy	104,430 +482	+0.5%	+$49.8K	10.99%	3
2025 Q1	$10.9M	Sell	103,948 -1,309	-1%	-$148K	11.55%	3
2024 Q4	$12.5M	Buy	+105,257	New	+$12.6M	12.65%	3

Other funds holding IJR

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

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Nestegg Advisors's IJR Position: Q2 2026 in Review

Nestegg Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.47% in Q2 2026, selling an estimated $64.8K and leaving 99,424 shares worth $14.7M. The position accounts for 10.43% of the portfolio, ranked #3.

Nestegg Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nestegg Advisors held 99,424 shares of iShares Core S&P Small-Cap ETF worth $14.7M as of Q2 2026.
Nestegg Advisors sold 472 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $64.8K.
iShares Core S&P Small-Cap ETF made up 10.43% of Nestegg Advisors's portfolio in Q2 2026, its #3 holding.
Nestegg Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.