NRI
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NFP Retirement Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

NFP Retirement Inc’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
Q1 		$21.8M Buy
175,565
+23,277
+15% +$2.96M 1.31% 17
2025
Q4 		$18.3M Buy
152,288
+1,442
+1% +$172K 1.11% 20
2025
Q3 		$17.9M Buy
150,846
+1,687
+1% +$194K 1.14% 19
2025
Q2 		$16.3M Sell
149,159
-4,901
-3% -$507K 1.08% 19
2025
Q1 		$16.1M Buy
154,060
+33,333
+28% +$3.76M 1.28% 15
2024
Q4 		$13.9M Buy
120,727
+1,572
+1% +$188K 1.1% 19
2024
Q3 		$13.9M Buy
119,155
+91
+0.1% +$10.3K 1.13% 18
2024
Q2 		$12.7M Buy
119,064
+561
+0.5% +$60K 1.06% 18
2024
Q1 		$13.1M Buy
118,503
+102,715
+651% +$10.9M 1.13% 17
2023
Q4 		$1.71M Sell
15,788
-852
-5% -$82.1K 0.29% 69
2023
Q3 		$1.57M Buy
16,640
+9
+0.1% +$899 0.3% 69
2023
Q2 		$1.66M Sell
16,631
-36
-0.2% -$3.43K 0.31% 69
2023
Q1 		$1.61M Sell
16,667
-727
-4% -$72.7K 0.32% 67
2022
Q4 		$1.65M Sell
17,394
-798
-4% -$76.5K 0.36% 62
2022
Q3 		$1.59M Buy
18,192
+2,475
+16% +$240K 0.39% 63
2022
Q2 		$1.45M Buy
15,717
+5,425
+53% +$540K 0.37% 63
2022
Q1 		$1.11M Buy
10,292
+1,163
+13% +$126K 0.26% 76
2021
Q4 		$1.05M Buy
9,129
+603
+7% +$68.7K 0.37% 48
2021
Q3 		$931K Sell
8,526
-286
-3% -$31.5K 0.38% 48
2021
Q2 		$995K Buy
8,812
+774
+10% +$86.3K 0.38% 49
2021
Q1 		$872K Buy
8,038
+273
+4% +$28.6K 0.38% 51
2020
Q4 		$714K Buy
7,765
+6
+0.1% +$493 0.44% 53
2020
Q3 		$545K Buy
7,759
+4,178
+117% +$299K 0.36% 59
2020
Q2 		$245K Buy
+3,581
New +$226K 0.18% 88

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NFP Retirement Inc's IJR Position: Q1 2026 in Review

NFP Retirement Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q1 2026, buying an estimated $2.96M and bringing the position to 175,565 shares worth $21.8M. The position accounts for 1.31% of the portfolio, ranked #17.

NFP Retirement Inc first reported a position in IJR in Q2 2020 and has held it in 24 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • NFP Retirement Inc held 175,565 shares of iShares Core S&P Small-Cap ETF worth $21.8M as of Q1 2026.
  • NFP Retirement Inc bought 23,277 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.96M.
  • iShares Core S&P Small-Cap ETF made up 1.31% of NFP Retirement Inc's portfolio in Q1 2026, its #17 holding.
  • NFP Retirement Inc first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.