RDA Financial Network’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

RDA Financial Network’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 Q3	$1.57M	Sell	11,518 -904	-7%	-$131K	0.34%	71
2026 Q2	$1.84M	Sell	12,422 -60	-0.5%	-$8.23K	0.4%	63
2026 Q1	$1.55M	Sell	12,482 -181	-1%	-$23K	0.39%	69
2025 Q4	$1.52M	Sell	12,663 -1,131	-8%	-$135K	0.37%	81
2025 Q3	$1.64M	Sell	13,794 -3,657	-21%	-$421K	0.4%	79
2025 Q2	$1.91M	Sell	17,451 -277	-2%	-$28.6K	0.52%	55
2025 Q1	$1.85M	Sell	17,728 -102	-0.6%	-$11.5K	0.55%	55
2024 Q4	$2.05M	Sell	17,830 -263	-1%	-$31.4K	0.6%	47
2024 Q3	$2.12M	Sell	18,093 -588	-3%	-$66.4K	0.66%	40
2024 Q2	$1.99M	Sell	18,681 -314	-2%	-$33.6K	0.65%	40
2024 Q1	$2.1M	Sell	18,995 -616	-3%	-$65.4K	0.72%	40
2023 Q4	$2.12M	Sell	19,611 -193	-1%	-$18.6K	0.8%	33
2023 Q3	$1.87M	Sell	19,804 -22	-0.1%	-$2.2K	0.81%	35
2023 Q2	$1.98M	Sell	19,826 -435	-2%	-$41.4K	0.83%	37
2023 Q1	$1.96M	Sell	20,261 -329	-2%	-$32.9K	0.89%	32
2022 Q4	$1.95M	Buy	20,590 +64	+0.3%	+$6.14K	0.98%	28
2022 Q3	$1.79M	Buy	20,526 +277	+1%	+$26.9K	0.98%	25
2022 Q2	$1.87M	Sell	20,249 -1,912	-9%	-$190K	0.94%	29
2022 Q1	$2.39M	Sell	22,161 -2,844	-11%	-$307K	1.01%	27
2021 Q4	$2.86M	Sell	25,005 -135	-0.5%	-$15.4K	1.17%	22
2021 Q3	$2.75M	Sell	25,140 -366	-1%	-$40.3K	1.21%	24
2021 Q2	$2.88M	Sell	25,506 -16,315	-39%	-$1.82M	1.27%	21
2021 Q1	$4.54M	Sell	41,821 -620	-1%	-$64.9K	1.95%	7
2020 Q4	$3.9M	Sell	42,441 -13,289	-24%	-$1.09M	1.76%	8
2020 Q3	$3.91M	Sell	55,730 -2,685	-5%	-$192K	1.77%	9
2020 Q2	$3.99M	Buy	58,415 +5,156	+10%	+$326K	1.99%	10
2020 Q1	$2.99M	Sell	53,259 -24,115	-31%	-$1.8M	1.8%	10
2019 Q4	$6.39M	Sell	77,374 -2,542	-3%	-$205K	2.6%	5
2019 Q3	$6.45M	Sell	79,916 -6,943	-8%	-$538K	2.75%	5
2019 Q2	$6.77M	Sell	86,859 -2,787	-3%	-$216K	3.05%	4
2019 Q1	$7.12M	Buy	+89,646	New	+$6.88M	3.36%	4

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

RDA Financial Network's IJR Position: Q3 2026 in Review

RDA Financial Network reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.3% in Q3 2026, selling an estimated $131K and leaving 11,518 shares worth $1.57M. The position accounts for 0.34% of the portfolio, ranked #71.

RDA Financial Network first reported a position in IJR in Q1 2019 and has held it in 31 quarters since. The position peaked at $7.12M in Q1 2019. 447 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

RDA Financial Network held 11,518 shares of iShares Core S&P Small-Cap ETF worth $1.57M as of Q3 2026.
RDA Financial Network sold 904 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $131K.
iShares Core S&P Small-Cap ETF made up 0.34% of RDA Financial Network's portfolio in Q3 2026, its #71 holding.
RDA Financial Network first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 31 quarters since.
RDA Financial Network's iShares Core S&P Small-Cap ETF position peaked at $7.12M in Q1 2019.
447 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.