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

Redwood Wealth Management Group’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	–	Sell	-14,209	Closed	-$1.77M	–	52
2026 Q1	$1.77M	Sell	14,209 -44	-0.3%	-$5.59K	0.76%	35
2025 Q4	$1.71M	Sell	14,253 -482	-3%	-$57.6K	0.72%	40
2025 Q3	$1.75M	Hold	14,735	–	–	0.74%	41
2025 Q2	$1.61M	Sell	14,735 -15	-0.1%	-$1.55K	0.72%	41
2025 Q1	$1.54M	Sell	14,750 -44	-0.3%	-$4.96K	0.78%	36
2024 Q4	$1.7M	Sell	14,794 -322	-2%	-$38.5K	0.83%	30
2024 Q3	$1.77M	Sell	15,116 -179	-1%	-$20.2K	0.88%	32
2024 Q2	$1.63M	Buy	15,295 +218	+1%	+$23.3K	1.23%	20
2024 Q1	$1.67M	Sell	15,077 -14	-0.1%	-$1.49K	1.77%	17
2023 Q4	$1.63M	Sell	15,091 -25	-0.2%	-$2.41K	1.81%	15
2023 Q3	$1.43M	Sell	15,116 -446	-3%	-$44.6K	1.67%	15
2023 Q2	$1.55M	Hold	15,562	–	–	1.72%	15
2023 Q1	$1.5M	Sell	15,562 -106	-0.7%	-$10.6K	1.71%	16
2022 Q4	$1.48M	Buy	+15,668	New	+$1.5M	1.85%	15

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

Redwood Wealth Management Group's IJR Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 14,209 shares — an estimated $1.77M sold.

Redwood Wealth Management Group first reported a position in IJR in Q4 2022 and held it in 14 quarters. The position peaked at $1.77M in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Redwood Wealth Management Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 14,209 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.77M.
Redwood Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's iShares Core S&P Small-Cap ETF position peaked at $1.77M in Q3 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.