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

Redmond Asset 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	$454K	Buy	3,064 +109	+4%	+$15K	0.11%	158
2026 Q1	$367K	Buy	2,955 +55	+2%	+$6.99K	0.1%	164
2025 Q4	$349K	Sell	2,900 -8	-0.3%	-$957	0.09%	165
2025 Q3	$346K	Sell	2,908 -26	-0.9%	-$2.99K	0.08%	171
2025 Q2	$321K	Sell	2,934 -835	-22%	-$86.3K	0.08%	178
2025 Q1	$394K	Buy	3,769 +26	+0.7%	+$2.93K	0.1%	159
2024 Q4	$431K	Buy	3,743 +204	+6%	+$24.4K	0.11%	158
2024 Q3	$414K	Buy	3,539 +1,649	+87%	+$186K	0.13%	119
2024 Q2	$202K	Buy	+1,890	New	+$202K	0.07%	150

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 22.96% 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

Redmond Asset Management's IJR Position: Q2 2026 in Review

Redmond Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q2 2026, buying an estimated $15K and bringing the position to 3,064 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #158.

Redmond Asset Management first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Redmond Asset Management held 3,064 shares of iShares Core S&P Small-Cap ETF worth $454K as of Q2 2026.
Redmond Asset Management bought 109 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $15K.
iShares Core S&P Small-Cap ETF made up 0.11% of Redmond Asset Management's portfolio in Q2 2026, its #158 holding.
Redmond Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Redmond Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.