New England Capital Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

New England Capital Financial 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	$297	Hold	2	–	–	﹤0.01%	408
2026 Q1	$249	Hold	2	–	–	﹤0.01%	403
2025 Q4	$241	Hold	2	–	–	﹤0.01%	403
2025 Q3	$238	Hold	2	–	–	﹤0.01%	404
2025 Q2	$219	Buy	+2	New	+$207	﹤0.01%	402
2024 Q3	–	Sell	-15	Closed	-$1.61K	–	405
2024 Q2	$1.61K	Hold	15	–	–	﹤0.01%	326
2024 Q1	$1.66K	Buy	+15	New	+$1.59K	﹤0.01%	322

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Capital Financial Advisors's IJR Position: Q2 2026 in Review

New England Capital Financial Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #408.

New England Capital Financial Advisors first reported a position in IJR in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.66K in Q1 2024. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

New England Capital Financial Advisors held 2 shares of iShares Core S&P Small-Cap ETF worth $297 as of Q2 2026.
New England Capital Financial Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #408 holding.
New England Capital Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 7 quarters since.
New England Capital Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.66K in Q1 2024.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.