NWF Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Buy
9,427
+1,137
+14% +$144K 0.13% 119
2025
Q4
$996K Sell
8,290
-534
-6% -$63.9K 0.11% 128
2025
Q3
$1.05M Buy
8,824
+806
+10% +$92.7K 0.12% 129
2025
Q2
$876K Sell
8,018
-186
-2% -$19.2K 0.1% 141
2025
Q1
$858K Buy
8,204
+1,163
+17% +$131K 0.12% 119
2024
Q4
$811K Sell
7,041
-165
-2% -$19.7K 0.12% 98
2024
Q3
$843K Sell
7,206
-3,803
-35% -$430K 0.12% 122
2024
Q2
$1.17M Sell
11,009
-143
-1% -$15.3K 0.19% 90
2024
Q1
$1.23M Buy
11,152
+2,485
+29% +$264K 0.21% 88
2023
Q4
$938K Sell
8,667
-724
-8% -$69.8K 0.19% 98
2023
Q3
$886K Sell
9,391
-34
-0.4% -$3.4K 0.21% 88
2023
Q2
$939K Hold
9,425
0.22% 92
2023
Q1
$939K Buy
+9,425
New +$942K 0.22% 92

Other funds holding IJR

NWF Advisory Services's IJR Position: Q1 2026 in Review

NWF Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q1 2026, buying an estimated $144K and bringing the position to 9,427 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #119.

NWF Advisory Services first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q1 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • NWF Advisory Services held 9,427 shares of iShares Core S&P Small-Cap ETF worth $1.17M as of Q1 2026.
  • NWF Advisory Services bought 1,137 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $144K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of NWF Advisory Services's portfolio in Q1 2026, its #119 holding.
  • NWF Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $1.23M in Q1 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.