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Westbourne Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Westbourne Investment Advisors’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 		$225K Buy
+1,520
New +$209K 0.06% 112
2018
Q4 		– Sell
-1,620
Closed -$141K – 116
2018
Q3 		$141K Buy
+1,620
New +$142K 0.1% 114

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 22.9% 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

Westbourne Investment Advisors's IJR Position: Q2 2026 in Review

Westbourne Investment Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,520 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings. This is a return to the name: Westbourne Investment Advisors previously reported a position in IJR as recently as Q3 2018.

Westbourne Investment Advisors first reported a position in IJR in Q3 2018 and has held it in 2 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Westbourne Investment Advisors held 1,520 shares of iShares Core S&P Small-Cap ETF worth $225K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Westbourne Investment Advisors position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Westbourne Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Westbourne Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 2 quarters since.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.