Norden Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Norden Group’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	$487K	Buy	3,287 +140	+4%	+$19.2K	0.04%	383
2026 Q1	$391K	Buy	3,147 +169	+6%	+$21.5K	0.04%	390
2025 Q4	$358K	Hold	2,978	–	–	0.04%	416
2025 Q3	$354K	Buy	2,978 +54	+2%	+$6.21K	0.04%	431
2025 Q2	$320K	Buy	2,924 +52	+2%	+$5.38K	0.03%	433
2025 Q1	$300K	Sell	2,872 -119	-4%	-$13.4K	0.03%	428
2024 Q4	$345K	Sell	2,991 -3	-0.1%	-$358	0.04%	388
2024 Q3	$350K	Buy	2,994 +565	+23%	+$63.8K	0.04%	378
2024 Q2	$259K	Buy	2,429 +304	+14%	+$32.5K	0.05%	340
2024 Q1	$235K	Buy	+2,125	New	+$226K	0.05%	359

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

Norden Group's IJR Position: Q2 2026 in Review

Norden Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 3,287 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #383.

Norden Group first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Norden Group held 3,287 shares of iShares Core S&P Small-Cap ETF worth $487K as of Q2 2026.
Norden Group bought 140 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $19.2K.
iShares Core S&P Small-Cap ETF made up 0.04% of Norden Group's portfolio in Q2 2026, its #383 holding.
Norden Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.