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

Frank Rimerman 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	$388K	Sell	2,614 -1	-0%	-$137	0.02%	459
2026 Q1	$325K	Sell	2,615 -649	-20%	-$82.4K	0.02%	476
2025 Q4	$392K	Hold	3,264	–	–	0.02%	442
2025 Q3	$388K	Hold	3,264	–	–	0.02%	417
2025 Q2	$357K	Buy	3,264 +1	+0%	+$103	0.02%	412
2025 Q1	$341K	Hold	3,263	–	–	0.03%	387
2024 Q4	$376K	Hold	3,263	–	–	0.03%	368
2024 Q3	$382K	Hold	3,263	–	–	0.03%	376
2024 Q2	$348K	Sell	3,263 -1	-0%	-$107	0.02%	420
2024 Q1	$361K	Hold	3,264	–	–	0.07%	77
2023 Q4	$353K	Buy	3,264 +851	+35%	+$82K	0.07%	77
2023 Q3	$228K	Hold	2,413	–	–	0.06%	92
2023 Q2	$240K	Buy	+2,413	New	+$230K	0.06%	96

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Frank Rimerman Advisors's IJR Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.04% in Q2 2026, selling an estimated $137 and leaving 2,614 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #459.

Frank Rimerman Advisors first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. The position peaked at $392K in Q4 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Frank Rimerman Advisors held 2,614 shares of iShares Core S&P Small-Cap ETF worth $388K as of Q2 2026.
Frank Rimerman Advisors sold 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #459 holding.
Frank Rimerman Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Frank Rimerman Advisors's iShares Core S&P Small-Cap ETF position peaked at $392K in Q4 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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