SN
IJR icon

Sittner & Nelson’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sittner & Nelson’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 		$41.2K Hold
278
– – 0.01% 317
2026
Q1 		$34.6K Hold
278
– – 0.01% 327
2025
Q4 		$36.7K Sell
278
-14
-5% -$1.67K 0.01% 287
2025
Q3 		$34.7K Hold
292
– – 0.01% 276
2025
Q2 		$31.9K Hold
292
– – 0.01% 281
2025
Q1 		$30.5K Buy
+292
New +$33K 0.01% 273

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

Sittner & Nelson's IJR Position: Q2 2026 in Review

Sittner & Nelson held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 278 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #317.

Sittner & Nelson first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sittner & Nelson held 278 shares of iShares Core S&P Small-Cap ETF worth $41.2K as of Q2 2026.
  • Sittner & Nelson left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #317 holding.
  • Sittner & Nelson first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.