BRWA
IJR icon

B. Riley Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

B. Riley Wealth 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 		$2.69M Sell
18,273
-16,137
-47% -$2.21M 0.14% 146
2026
Q1 		$4.16M Sell
34,410
-2,756
-7% -$350K 0.26% 91
2025
Q4 		$4.47M Buy
37,166
+12,200
+49% +$1.46M 0.21% 109
2025
Q3 		$2.97M Sell
24,966
-5,280
-17% -$607K 0.14% 150
2025
Q2 		$3.31M Buy
+30,246
New +$3.13M 0.16% 136
2024
Q4 		$5.32M Sell
46,165
-13,238
-22% -$1.58M 0.17% 131
2024
Q3 		$6.86M Buy
59,403
+6,114
+11% +$691K 0.19% 119
2024
Q2 		$5.68M Sell
53,289
-2,693
-5% -$288K 0.14% 148
2024
Q1 		$5.31M Sell
55,982
-22,318
-29% -$2.37M 0.14% 152
2023
Q4 		$8.48M Buy
78,300
+22,318
+40% +$2.15M 0.23% 93
2023
Q3 		$5.31M Sell
55,982
-7,141
-11% -$713K 0.14% 152
2023
Q2 		$6.29M Sell
63,123
-5,517
-8% -$525K 0.14% 154
2023
Q1 		$6.64M Sell
68,640
-28,412
-29% -$2.84M 0.18% 130
2022
Q4 		$9.19M Buy
97,052
+5,841
+6% +$560K 0.26% 84
2022
Q3 		$7.95M Buy
91,211
+45,393
+99% +$4.41M 0.24% 91
2022
Q2 		$4.24M Sell
45,818
-49,537
-52% -$4.93M 0.18% 124
2022
Q1 		$10.3M Sell
95,355
-24,342
-20% -$2.63M 0.34% 58
2021
Q4 		$13.7M Buy
119,697
+4,316
+4% +$492K 0.39% 46
2021
Q3 		$12.6M Buy
115,381
+5,460
+5% +$601K 0.4% 48
2021
Q2 		$12.4M Sell
109,921
-54,664
-33% -$6.1M 0.4% 49
2021
Q1 		$17.9M Buy
164,585
+11,770
+8% +$1.23M 0.63% 22
2020
Q4 		$14M Buy
152,815
+83,931
+122% +$6.9M 0.75% 20
2020
Q3 		$4.83M Buy
68,884
+8,418
+14% +$603K 0.26% 93
2020
Q2 		$4.13M Buy
60,466
+42,168
+230% +$2.66M 0.28% 93
2020
Q1 		$1.03M Sell
18,298
-10,724
-37% -$799K 0.09% 232
2019
Q4 		$2.43M Buy
29,022
+10,926
+60% +$879K 0.21% 110
2019
Q3 		$1.41M Sell
18,096
-1,371
-7% -$106K 0.14% 166
2019
Q2 		$1.52M Sell
19,467
-13,172
-40% -$1.02M 0.17% 129
2019
Q1 		$2.52M Buy
32,639
+4,765
+17% +$366K 0.31% 72
2018
Q4 		$1.93M Sell
27,874
-27,529
-50% -$2.13M 0.28% 80
2018
Q3 		$4.83M Buy
55,403
+25,823
+87% +$2.26M 0.58% 37
2018
Q2 		$2.47M Buy
29,580
+6,481
+28% +$528K 0.33% 64
2018
Q1 		$1.78M Buy
23,099
+932
+4% +$72.5K 0.25% 102
2017
Q4 		$1.7M Buy
22,167
+3,318
+18% +$250K 0.23% 117
2017
Q3 		$1.4M Buy
18,849
+4,830
+34% +$338K 0.23% 113
2017
Q2 		$985K Buy
14,019
+789
+6% +$54.6K 0.18% 150
2017
Q1 		$917K Sell
13,230
-1,032
-7% -$71.2K 0.18% 142
2016
Q4 		$982K Sell
14,262
-6,544
-31% -$422K 0.2% 130
2016
Q3 		$1.29M Sell
20,806
-2,018
-9% -$123K 0.25% 100
2016
Q2 		$1.33M Buy
22,824
+774
+4% +$44.1K 0.27% 95
2016
Q1 		$1.24M Sell
22,050
-494
-2% -$25.8K 0.29% 87
2015
Q4 		$1.24M Buy
22,544
+952
+4% +$53.6K 0.25% 106
2015
Q3 		$1.15M Sell
21,592
-62
-0.3% -$3.52K 0.28% 92
2015
Q2 		$1.28M Buy
21,654
+370
+2% +$21.9K 0.32% 75
2015
Q1 		$1.26M Buy
21,284
+2,894
+16% +$166K 0.31% 86
2014
Q4 		$6.37K Buy
18,390
+1,184
+7% +$64.6K 0.14% 181
2014
Q3 		$897K Sell
17,206
-6,620
-28% -$360K 0.23% 110
2014
Q2 		$948K Buy
23,826
+17,378
+270% +$940K 0.22% 95
2014
Q1 		$355K Buy
6,448
+600
+10% +$32.4K 0.11% 227
2013
Q4 		$319K Buy
5,848
+30
+0.5% +$1.57K 0.1% 229
2013
Q3 		$290K Sell
5,818
-4,690
-45% -$227K 0.1% 233
2013
Q2 		$474K Buy
+10,508
New +$465K 0.16% 155

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

B. Riley Wealth Advisors's IJR Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 47% in Q2 2026, selling an estimated $2.21M and leaving 18,273 shares worth $2.69M. The position accounts for 0.14% of the portfolio, ranked #146.

B. Riley Wealth Advisors first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.9M in Q1 2021. 1,087 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • B. Riley Wealth Advisors held 18,273 shares of iShares Core S&P Small-Cap ETF worth $2.69M as of Q2 2026.
  • B. Riley Wealth Advisors sold 16,137 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.21M.
  • iShares Core S&P Small-Cap ETF made up 0.14% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $17.9M in Q1 2021.
  • 1,087 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.