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Nova R Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nova R Wealth’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 		$1.92M Buy
12,917
+13
+0.1% +$1.78K 0.56% 34
2026
Q1 		$1.6M Sell
12,904
-57
-0.4% -$7.24K 0.51% 36
2025
Q4 		$1.56M Sell
12,961
-2,316
-15% -$277K 0.57% 35
2025
Q3 		$1.82M Buy
15,277
+322
+2% +$37K 0.77% 27
2025
Q2 		$1.63M Buy
14,955
+1,621
+12% +$168K 0.76% 31
2025
Q1 		$1.39M Buy
13,334
+522
+4% +$58.9K 0.69% 29
2024
Q4 		$1.48M Buy
12,812
+117
+0.9% +$14K 0.74% 29
2024
Q3 		$1.48M Sell
12,695
-89
-0.7% -$10.1K 0.73% 30
2024
Q2 		$1.36M Buy
12,784
+2,006
+19% +$215K 0.7% 30
2024
Q1 		$1.19M Buy
10,778
+481
+5% +$51.1K 0.62% 33
2023
Q4 		$1.11M Sell
10,297
-60
-0.6% -$5.78K 0.7% 29
2023
Q3 		$977K Sell
10,357
-706
-6% -$70.5K 0.67% 28
2023
Q2 		$1.1M Buy
11,063
+1,261
+13% +$120K 0.74% 27
2023
Q1 		$948K Buy
9,802
+1,688
+21% +$169K 0.64% 32
2022
Q4 		$768K Sell
8,114
-997
-11% -$95.6K 0.56% 34
2022
Q3 		$794K Buy
9,111
+1,445
+19% +$140K 0.65% 32
2022
Q2 		$708K Buy
7,666
+19
+0.2% +$1.89K 0.58% 32
2022
Q1 		$825K Buy
7,647
+460
+6% +$49.6K 0.7% 26
2021
Q4 		$823K Buy
+7,187
New +$819K 0.67% 29

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nova R Wealth's IJR Position: Q2 2026 in Review

Nova R Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.1% in Q2 2026, buying an estimated $1.78K and bringing the position to 12,917 shares worth $1.92M. The position accounts for 0.56% of the portfolio, ranked #34.

Nova R Wealth first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Nova R Wealth held 12,917 shares of iShares Core S&P Small-Cap ETF worth $1.92M as of Q2 2026.
  • Nova R Wealth bought 13 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.78K.
  • iShares Core S&P Small-Cap ETF made up 0.56% of Nova R Wealth's portfolio in Q2 2026, its #34 holding.
  • Nova R Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.