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

Leonard Rickey 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 		$716K Buy
4,829
+619
+15% +$84.9K 0.11% 57
2026
Q1 		$523K Buy
4,210
+16
+0.4% +$2.03K 0.09% 65
2025
Q4 		$504K Buy
4,194
+43
+1% +$5.14K 0.09% 67
2025
Q3 		$493K Sell
4,151
-64
-2% -$7.36K 0.09% 65
2025
Q2 		$461K Sell
4,215
-35
-0.8% -$3.62K 0.09% 65
2025
Q1 		$410K Sell
4,250
-660
-13% -$74.5K 0.09% 61
2024
Q4 		$566K Sell
4,910
-39
-0.8% -$4.66K 0.13% 59
2024
Q3 		$579K Sell
4,949
-369
-7% -$41.7K 0.13% 57
2024
Q2 		$567K Sell
5,318
-251
-5% -$26.9K 0.14% 55
2024
Q1 		$616K Sell
5,569
-109
-2% -$11.6K 0.16% 47
2023
Q4 		$615K Buy
5,678
+647
+13% +$62.4K 0.18% 46
2023
Q3 		$475K Sell
5,031
-87
-2% -$8.69K 0.16% 50
2023
Q2 		$510K Buy
5,118
+23
+0.5% +$2.19K 0.19% 44
2023
Q1 		$493K Sell
5,095
-139
-3% -$13.9K 0.19% 43
2022
Q4 		$495K Sell
5,234
-3
-0.1% -$288 0.21% 40
2022
Q3 		$457K Sell
5,237
-17
-0.3% -$1.65K 0.21% 38
2022
Q2 		$486K Buy
5,254
+100
+2% +$9.95K 0.21% 40
2022
Q1 		$556K Buy
5,154
+99
+2% +$10.7K 0.21% 42
2021
Q4 		$579K Buy
5,055
+984
+24% +$112K 0.21% 42
2021
Q3 		$445K Buy
4,071
+616
+18% +$67.8K 0.19% 44
2021
Q2 		$372K Sell
3,455
-364
-10% -$40.6K 0.16% 48
2021
Q1 		$415K Buy
3,819
+99
+3% +$10.4K 0.17% 40
2020
Q4 		$342K Buy
3,720
+10
+0.3% +$822 0.16% 44
2020
Q3 		$261K Buy
+3,710
New +$266K 0.16% 48
2020
Q1 		– Sell
-91,364
Closed -$7.66M – 75
2019
Q4 		$7.66M Buy
91,364
+3,163
+4% +$254K 4.63% 5
2019
Q3 		$6.87M Buy
88,201
+1,878
+2% +$145K 4.57% 5
2019
Q2 		$6.76M Buy
86,323
+1,076
+1% +$83.5K 4.54% 5
2019
Q1 		$6.58M Buy
85,247
+4,347
+5% +$334K 4.76% 5
2018
Q4 		$5.61M Buy
80,900
+692
+0.9% +$53.5K 4.63% 5
2018
Q3 		$7M Sell
80,208
-8
-0% -$701 5.11% 5
2018
Q2 		$6.7M Buy
80,216
+660
+0.8% +$53.8K 5.06% 5
2018
Q1 		$6.13M Buy
79,556
+4,480
+6% +$349K 4.78% 5
2017
Q4 		$5.77M Buy
+75,076
New +$5.66M 4.42% 5

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Leonard Rickey Investment Advisors's IJR Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, buying an estimated $84.9K and bringing the position to 4,829 shares worth $716K. The position accounts for 0.11% of the portfolio, ranked #57.

Leonard Rickey Investment Advisors first reported a position in IJR in Q4 2017 and has held it in 33 quarters since. The position peaked at $7.66M in Q4 2019. 1,488 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Leonard Rickey Investment Advisors held 4,829 shares of iShares Core S&P Small-Cap ETF worth $716K as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 619 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $84.9K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 33 quarters since.
  • Leonard Rickey Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $7.66M in Q4 2019.
  • 1,488 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.