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

New England Private Wealth 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	$458K	Buy	3,161 +2	+0.1%	+$274	0.04%	147
2026 Q1	$393K	Buy	3,159 +1	+0%	+$127	0.05%	144
2025 Q4	$379K	Buy	3,158 +4	+0.1%	+$478	0.05%	136
2025 Q3	$375K	Buy	3,154 +3	+0.1%	+$345	0.05%	137
2025 Q2	$352K	Buy	3,151 +1,211	+62%	+$125K	0.05%	125
2025 Q1	$203K	Buy	1,940 +1	+0.1%	+$113	0.03%	143
2024 Q4	$223K	Sell	1,939 -18	-0.9%	-$2.15K	0.04%	136
2024 Q3	$229K	Buy	+1,957	New	+$221K	0.04%	134
2020 Q1	–	Sell	-2,453	Closed	-$207K	–	80
2019 Q4	$207K	Buy	+2,453	New	+$197K	0.05%	76
2019 Q3	–	Sell	-3,557	Closed	-$278K	–	174
2019 Q2	$278K	Buy	3,557 +6	+0.2%	+$466	0.07%	123
2019 Q1	$274K	Buy	3,551 +57	+2%	+$4.38K	0.07%	123
2018 Q4	$242K	Sell	3,494 -1,606	-31%	-$124K	0.07%	117
2018 Q3	$446K	Buy	5,100 +1,205	+31%	+$106K	0.12%	94
2018 Q2	$325K	Buy	3,895 +1,252	+47%	+$102K	0.09%	107
2018 Q1	$203K	Buy	2,643 +4	+0.2%	+$311	0.06%	141
2017 Q4	$203K	Sell	2,639 -1,246	-32%	-$93.9K	0.06%	138
2017 Q3	$288K	Buy	3,885 +10	+0.3%	+$701	0.09%	107
2017 Q2	$273K	Hold	3,875	–	–	0.08%	112
2017 Q1	$268K	Buy	+3,875	New	+$267K	0.09%	111
2016 Q1	–	Sell	-5,334	Closed	-$294K	–	124
2015 Q4	$294K	Buy	+5,334	New	+$301K	0.12%	85

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 22.9% 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 Private Wealth Advisors's IJR Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.06% in Q2 2026, buying an estimated $274 and bringing the position to 3,161 shares worth $458K. The position accounts for 0.04% of the portfolio, ranked #147.

New England Private Wealth Advisors first reported a position in IJR in Q4 2015 and has held it in 20 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

New England Private Wealth Advisors held 3,161 shares of iShares Core S&P Small-Cap ETF worth $458K as of Q2 2026.
New England Private Wealth Advisors bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #147 holding.
New England Private Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 20 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.