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NWAM LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

NWAM LLC’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
2015
Q1 		– Sell
-5,400
Closed -$311K – 260
2014
Q4 		$311K Buy
+5,400
New +$295K 0.14% 159

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NWAM LLC's IJR Position: Q1 2026 in Review

NWAM LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q1 2026, selling an estimated $99.3K and leaving 49,937 shares worth $6.21M. The position accounts for 0.36% of the portfolio, ranked #71.

NWAM LLC first reported a position in IJR in Q2 2013 and has held it in 50 quarters since. The position peaked at $14.5M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • NWAM LLC held 49,937 shares of iShares Core S&P Small-Cap ETF worth $6.21M as of Q1 2026.
  • NWAM LLC sold 782 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $99.3K.
  • iShares Core S&P Small-Cap ETF made up 0.36% of NWAM LLC's portfolio in Q1 2026, its #71 holding.
  • NWAM LLC first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 50 quarters since.
  • NWAM LLC's iShares Core S&P Small-Cap ETF position peaked at $14.5M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.