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Raleigh Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Raleigh Capital Management’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 		$20.7K Sell
140
-18
-11% -$2.47K 0.01% 343
2026
Q1 		$19.6K Hold
158
– – 0.01% 350
2025
Q4 		$19K Sell
158
-2
-1% -$239 0.01% 349
2025
Q3 		$19K Buy
160
+33
+26% +$3.79K 0.01% 326
2025
Q2 		$13.8K Sell
127
-24
-16% -$2.48K 0.01% 349
2025
Q1 		$15.8K Sell
151
-227
-60% -$25.6K 0.01% 337
2024
Q4 		$43.6K Sell
378
-2
-0.5% -$239 0.02% 336
2024
Q3 		$44.4K Buy
380
+12
+3% +$1.36K 0.02% 335
2024
Q2 		$39.3K Buy
368
+2
+0.5% +$214 0.02% 331
2024
Q1 		$40.5K Sell
366
-383
-51% -$40.7K 0.02% 326
2023
Q4 		$81.1K Buy
749
+102
+16% +$9.83K 0.04% 234
2023
Q3 		$61.1K Buy
647
+13
+2% +$1.3K 0.03% 233
2023
Q2 		$63.2K Sell
634
-119
-16% -$11.3K 0.03% 226
2023
Q1 		$72.8K Sell
753
-4,290
-85% -$429K 0.04% 226
2022
Q4 		$477K Sell
5,043
-1,922
-28% -$184K 0.25% 104
2022
Q3 		$607K Buy
6,965
+4,518
+185% +$439K 0.35% 89
2022
Q2 		$227K Sell
2,447
-6,965
-74% -$693K 0.13% 165
2022
Q1 		$1.01M Buy
+9,412
New +$1.02M 0.55% 57

Other funds holding IJR

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Raleigh Capital Management's IJR Position: Q2 2026 in Review

Raleigh Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, selling an estimated $2.47K and leaving 140 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #343.

Raleigh Capital Management first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.01M in Q1 2022. 935 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Raleigh Capital Management held 140 shares of iShares Core S&P Small-Cap ETF worth $20.7K as of Q2 2026.
  • Raleigh Capital Management sold 18 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #343 holding.
  • Raleigh Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's iShares Core S&P Small-Cap ETF position peaked at $1.01M in Q1 2022.
  • 935 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.