NL
IJR icon

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 $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

NWAM LLC's IJR Position: Q2 2026 in Review

NWAM LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.8% in Q2 2026, buying an estimated $329K and bringing the position to 52,336 shares worth $7.76M. The position accounts for 0.39% of the portfolio, ranked #61.

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. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • NWAM LLC held 52,336 shares of iShares Core S&P Small-Cap ETF worth $7.76M as of Q2 2026.
  • NWAM LLC bought 2,399 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $329K.
  • iShares Core S&P Small-Cap ETF made up 0.39% of NWAM LLC's portfolio in Q2 2026, its #61 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.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.