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

Nova Wealth Management’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	$97.4K	Hold	657	–	–	0.05%	179
2026 Q1	$81.7K	Buy	657 +486	+284%	+$61.7K	0.05%	179
2025 Q4	$20.6K	Hold	171	–	–	0.01%	288
2025 Q3	$20.3K	Sell	171 -50	-23%	-$5.75K	0.01%	297
2025 Q2	$24.2K	Buy	221 +121	+121%	+$12.5K	0.02%	291
2025 Q1	$10.5K	Buy	100 +63	+170%	+$7.11K	0.01%	330
2024 Q4	$4.26K	Buy	+37	New	+$4.42K	﹤0.01%	305

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

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

Nova Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 657 shares worth $97.4K. The position accounts for 0.05% of the portfolio, ranked #179.

Nova Wealth Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nova Wealth Management held 657 shares of iShares Core S&P Small-Cap ETF worth $97.4K as of Q2 2026.
Nova Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Nova Wealth Management's portfolio in Q2 2026, its #179 holding.
Nova Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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