Noble Wealth Management PBC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Noble Wealth Management PBC’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	$1.83M	Buy	12,358 +27	+0.2%	+$3.71K	0.82%	37
2026 Q1	$1.53M	Sell	12,331 -22	-0.2%	-$2.79K	0.77%	42
2025 Q4	$1.48M	Sell	12,353 -581	-4%	-$69.5K	0.75%	44
2025 Q3	$1.54M	Buy	+12,934	New	+$1.49M	0.82%	39
2025 Q1	$3.35M	Sell	32,063 -1,476	-4%	-$167K	2.29%	4
2024 Q4	$3.86M	Buy	+33,539	New	+$4.01M	2.68%	1

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Noble Wealth Management PBC's IJR Position: Q2 2026 in Review

Noble Wealth Management PBC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.22% in Q2 2026, buying an estimated $3.71K and bringing the position to 12,358 shares worth $1.83M. The position accounts for 0.82% of the portfolio, ranked #37.

Noble Wealth Management PBC first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.86M in Q4 2024. 1,265 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Noble Wealth Management PBC held 12,358 shares of iShares Core S&P Small-Cap ETF worth $1.83M as of Q2 2026.
Noble Wealth Management PBC bought 27 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.71K.
iShares Core S&P Small-Cap ETF made up 0.82% of Noble Wealth Management PBC's portfolio in Q2 2026, its #37 holding.
Noble Wealth Management PBC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares Core S&P Small-Cap ETF position peaked at $3.86M in Q4 2024.
1,265 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.