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

New Insight 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	$360K	Buy	2,427 +100	+4%	+$13.7K	0.11%	94
2026 Q1	$289K	Sell	2,327 -435	-16%	-$55.3K	0.1%	90
2025 Q4	$332K	Buy	2,762 +519	+23%	+$62.1K	0.12%	90
2025 Q3	$267K	Sell	2,243 -43	-2%	-$4.95K	0.1%	96
2025 Q2	$250K	Sell	2,286 -133	-5%	-$13.7K	0.1%	97
2025 Q1	$253K	Sell	2,419 -551	-19%	-$62.2K	0.11%	86
2024 Q4	$342K	Sell	2,970 -156	-5%	-$18.6K	0.17%	66
2024 Q3	$366K	Sell	3,126 -85	-3%	-$9.6K	0.19%	60
2024 Q2	$342K	Buy	3,211 +77	+2%	+$8.24K	0.2%	58
2024 Q1	$346K	Buy	3,134 +51	+2%	+$5.42K	0.22%	55
2023 Q4	$334K	Buy	+3,083	New	+$297K	0.22%	58

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 Insight Wealth Advisors's IJR Position: Q2 2026 in Review

New Insight Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.3% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,427 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #94.

New Insight Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $366K in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

New Insight Wealth Advisors held 2,427 shares of iShares Core S&P Small-Cap ETF worth $360K as of Q2 2026.
New Insight Wealth Advisors bought 100 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
iShares Core S&P Small-Cap ETF made up 0.11% of New Insight Wealth Advisors's portfolio in Q2 2026, its #94 holding.
New Insight Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $366K in Q3 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.