RIA
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Realta Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Realta 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 		$385K Sell
2,593
-366
-12% -$50.2K 0.12% 154
2026
Q1 		$368K Sell
2,959
-108
-4% -$13.7K 0.13% 144
2025
Q4 		$369K Buy
3,067
+9
+0.3% +$1.08K 0.12% 149
2025
Q3 		$363K Buy
3,058
+1,807
+144% +$208K 0.12% 143
2025
Q2 		$137K Sell
1,251
-776
-38% -$80.2K 0.05% 194
2025
Q1 		$212K Buy
2,027
+202
+11% +$22.8K 0.1% 166
2024
Q4 		$212K Sell
1,825
-275
-13% -$32.9K 0.09% 178
2024
Q3 		$246K Sell
2,100
-11,108
-84% -$1.25M 0.11% 158
2024
Q2 		$1.41M Sell
13,208
-1,241
-9% -$133K 0.28% 86
2024
Q1 		$1.6M Buy
14,449
+244
+2% +$25.9K 0.33% 68
2023
Q4 		$1.54M Buy
14,205
+59
+0.4% +$5.69K 0.35% 59
2023
Q3 		$1.41M Hold
14,146
– – 0.32% 67
2023
Q2 		$1.41M Sell
14,146
-523
-4% -$49.8K 0.31% 73
2023
Q1 		$1.42M Sell
14,669
-2,176
-13% -$218K 0.34% 76
2022
Q4 		$1.59M Buy
16,845
+37
+0.2% +$3.55K 0.39% 59
2022
Q3 		$1.47M Sell
16,808
-81,220
-83% -$7.89M 0.38% 54
2022
Q2 		$9.14M Sell
98,028
-1,927
-2% -$192K 2.24% 6
2022
Q1 		$10.8M Buy
99,955
+80,279
+408% +$8.66M 2.15% 7
2021
Q4 		$2.25M Sell
19,676
-1,675
-8% -$191K 0.5% 42
2021
Q3 		$2.33M Sell
21,351
-167
-0.8% -$18.4K 0.55% 34
2021
Q2 		$2.43M Sell
21,518
-439
-2% -$49K 0.58% 37
2021
Q1 		$2.38M Sell
21,957
-59,168
-73% -$6.19M 0.63% 33
2020
Q4 		$7.46M Buy
81,125
+22,971
+40% +$1.89M 2.11% 6
2020
Q3 		$4.08M Sell
58,154
-1,829
-3% -$131K 1.37% 8
2020
Q2 		$4.1M Sell
59,983
-1,070
-2% -$67.6K 1.35% 8
2020
Q1 		$3.43M Buy
61,053
+6,687
+12% +$498K 1.47% 8
2019
Q4 		$4.45M Buy
54,366
+673
+1% +$54.1K 1.22% 8
2019
Q3 		$4.18M Buy
53,693
+389
+0.7% +$30.1K 1.13% 12
2019
Q2 		$4.17M Buy
53,304
+30,716
+136% +$2.38M 1.16% 9
2019
Q1 		$1.74M Buy
+22,588
New +$1.73M 0.79% 11

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Realta Investment Advisors's IJR Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $50.2K and leaving 2,593 shares worth $385K. The position accounts for 0.12% of the portfolio, ranked #154.

Realta Investment Advisors first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.8M in Q1 2022. 1,535 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Realta Investment Advisors held 2,593 shares of iShares Core S&P Small-Cap ETF worth $385K as of Q2 2026.
  • Realta Investment Advisors sold 366 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $50.2K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Realta Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Realta Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $10.8M in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.