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

North Ridge 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 Q1	$87K	Hold	700	–	–	0.05%	70
2025 Q4	$84.1K	Hold	700	–	–	0.05%	69
2025 Q3	$83.2K	Hold	700	–	–	0.05%	69
2025 Q2	$76.5K	Hold	700	–	–	0.05%	67
2025 Q1	$73.2K	Hold	700	–	–	0.05%	61
2024 Q4	$80.7K	Buy	+700	New	+$83.6K	0.06%	61

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

North Ridge Wealth Advisors's IJR Position: Q1 2026 in Review

North Ridge Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 700 shares worth $87K. The position accounts for 0.05% of the portfolio, ranked #70.

North Ridge Wealth Advisors first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,754 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

North Ridge Wealth Advisors held 700 shares of iShares Core S&P Small-Cap ETF worth $87K as of Q1 2026.
North Ridge Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #70 holding.
North Ridge Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,754 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.