Red Door Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Red Door Wealth 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	$532K	Sell	3,584 -5	-0.1%	-$686	0.05%	181
2026 Q1	$446K	Buy	3,589 +183	+5%	+$23.2K	0.05%	183
2025 Q4	$409K	Buy	3,406 +248	+8%	+$29.7K	0.04%	186
2025 Q3	$375K	Buy	3,158 +1,128	+56%	+$130K	0.04%	196
2025 Q2	$222K	Buy	2,030 +60	+3%	+$6.2K	0.03%	248
2025 Q1	$206K	Buy	1,970 +151	+8%	+$17K	0.03%	224
2024 Q4	$210K	Buy	+1,819	New	+$217K	0.03%	215
2021 Q3	–	Sell	-14	Closed	-$1K	–	372
2021 Q2	$1K	Buy	+14	New	+$1.56K	﹤0.01%	599
2020 Q3	–	Sell	-524	Closed	-$35K	–	244
2020 Q2	$35K	Hold	524	–	–	0.03%	209
2020 Q1	$29K	Buy	+524	New	+$39K	0.03%	204

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Red Door Wealth Management's IJR Position: Q2 2026 in Review

Red Door Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.14% in Q2 2026, selling an estimated $686 and leaving 3,584 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #181.

Red Door Wealth Management first reported a position in IJR in Q1 2020 and has held it in 10 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Red Door Wealth Management held 3,584 shares of iShares Core S&P Small-Cap ETF worth $532K as of Q2 2026.
Red Door Wealth Management sold 5 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $686.
iShares Core S&P Small-Cap ETF made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #181 holding.
Red Door Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 10 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.