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

Networth 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 		$26.6K Sell
180
-843
-82% -$116K 0.02% 129
2026
Q1 		$127K Buy
1,023
+692
+209% +$87.9K 0.09% 67
2025
Q4 		$39.8K Buy
+331
New +$39.6K 0.03% 86

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Networth Advisors's IJR Position: Q2 2026 in Review

Networth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 82% in Q2 2026, selling an estimated $116K and leaving 180 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #129.

Networth Advisors first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $127K in Q1 2026. 1,893 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Networth Advisors held 180 shares of iShares Core S&P Small-Cap ETF worth $26.6K as of Q2 2026.
  • Networth Advisors sold 843 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $116K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Networth Advisors's portfolio in Q2 2026, its #129 holding.
  • Networth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's iShares Core S&P Small-Cap ETF position peaked at $127K in Q1 2026.
  • 1,893 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.