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Rainey & Randall Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rainey & Randall 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 		$458K Sell
3,087
-20
-0.6% -$2.75K 0.07% 46
2026
Q1 		$386K Buy
3,107
+157
+5% +$19.9K 0.06% 45
2025
Q4 		$355K Sell
2,950
-749
-20% -$89.6K 0.06% 51
2025
Q3 		$439K Buy
3,699
+3
+0.1% +$345 0.07% 44
2025
Q2 		$404K Sell
3,696
-1,894
-34% -$196K 0.07% 43
2025
Q1 		$585K Buy
5,590
+9
+0.2% +$1.02K 0.11% 35
2024
Q4 		$643K Buy
5,581
+61
+1% +$7.29K 0.13% 31
2024
Q3 		$646K Buy
5,520
+83
+2% +$9.38K 0.14% 29
2024
Q2 		$580K Buy
5,437
+13
+0.2% +$1.39K 0.14% 27
2024
Q1 		$594K Buy
5,424
+16
+0.3% +$1.7K 0.14% 29
2023
Q4 		$585K Buy
5,408
+231
+4% +$22.3K 0.15% 29
2023
Q3 		$488K Hold
5,177
– – 0.14% 29
2023
Q2 		$516K Sell
5,177
-44
-0.8% -$4.19K 0.15% 27
2023
Q1 		$505K Buy
5,221
+17
+0.3% +$1.7K 0.16% 28
2022
Q4 		$492K Buy
5,204
+49
+1% +$4.7K 0.17% 27
2022
Q3 		$449K Sell
5,155
-48
-0.9% -$4.66K 0.17% 33
2022
Q2 		$481K Buy
5,203
+329
+7% +$32.7K 0.19% 31
2022
Q1 		$526K Buy
4,874
+129
+3% +$13.9K 0.19% 33
2021
Q4 		$543K Buy
4,745
+366
+8% +$41.7K 0.22% 32
2021
Q3 		$478K Sell
4,379
-148
-3% -$16.3K 0.23% 32
2021
Q2 		$511K Buy
4,527
+10
+0.2% +$1.11K 0.25% 29
2021
Q1 		$490K Buy
4,517
+394
+10% +$41.2K 0.26% 28
2020
Q4 		$378K Buy
4,123
+375
+10% +$30.8K 0.22% 31
2020
Q3 		$263K Buy
+3,748
New +$269K 0.18% 40

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

Rainey & Randall Wealth Advisors's IJR Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.64% in Q2 2026, selling an estimated $2.75K and leaving 3,087 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #46.

Rainey & Randall Wealth Advisors first reported a position in IJR in Q3 2020 and has held it in 24 quarters since. The position peaked at $646K in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Rainey & Randall Wealth Advisors held 3,087 shares of iShares Core S&P Small-Cap ETF worth $458K as of Q2 2026.
  • Rainey & Randall Wealth Advisors sold 20 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.75K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Rainey & Randall Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Rainey & Randall Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $646K in Q3 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.