Net Worth Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Net Worth Advisory 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	–	Sell	-1,710	Closed	-$213K	–	439
2026 Q1	$213K	Sell	1,710 -18	-1%	-$2.29K	0.04%	396
2025 Q4	$208K	Buy	+1,728	New	+$207K	0.04%	426
2025 Q3	–	Sell	-2,673	Closed	-$292K	–	443
2025 Q2	$292K	Buy	+2,673	New	+$276K	0.06%	315

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Net Worth Advisory Group's IJR Position: Q2 2026 in Review

Net Worth Advisory Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 1,710 shares — an estimated $213K sold.

Net Worth Advisory Group first reported a position in IJR in Q2 2025 and held it in 3 quarters. The position peaked at $292K in Q2 2025. 657 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Net Worth Advisory Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 1,710 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $213K.
Net Worth Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and held it in 3 quarters.
Net Worth Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $292K in Q2 2025.
657 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.