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

Resolute 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
Q1 		$5.5M Sell
44,224
-1,113
-2% -$141K 2.27% 11
2025
Q4 		$5.45M Buy
45,337
+57
+0.1% +$6.82K 1.78% 11
2025
Q3 		$5.38M Buy
45,280
+865
+2% +$99.5K 1.38% 11
2025
Q2 		$4.85M Sell
44,415
-11,457
-21% -$1.18M 1.21% 12
2025
Q1 		$5.84M Sell
55,872
-8,766
-14% -$989K 1.69% 9
2024
Q4 		$7.45M Buy
64,638
+3,197
+5% +$382K 1.5% 7
2024
Q3 		$7.19M Buy
61,441
+2,420
+4% +$273K 1.47% 8
2024
Q2 		$6.3M Buy
59,021
+2,107
+4% +$225K 1.62% 8
2024
Q1 		$6.29M Buy
56,914
+1,243
+2% +$132K 1.16% 8
2023
Q4 		$6.03M Buy
55,671
+824
+2% +$79.4K 0.79% 8
2023
Q3 		$5.2M Buy
54,847
+2,180
+4% +$218K 0.79% 7
2023
Q2 		$5.25M Buy
52,667
+4,547
+9% +$433K 0.55% 7
2023
Q1 		$4.65M Buy
48,120
+1,236
+3% +$124K 0.54% 7
2022
Q4 		$4.44M Buy
46,884
+97
+0.2% +$9.3K 0.58% 6
2022
Q3 		$4.08M Sell
46,787
-40
-0.1% -$3.88K 0.48% 7
2022
Q2 		$4.33M Sell
46,827
-3,819
-8% -$380K 0.45% 8
2022
Q1 		$5.46M Buy
50,646
+3,702
+8% +$399K 0.23% 8
2021
Q4 		$5.38M Buy
46,944
+785
+2% +$89.5K 0.16% 9
2021
Q3 		$5.04M Buy
46,159
+19
+0% +$2.09K 0.68% 9
2021
Q2 		$5.2M Buy
46,140
+326
+0.7% +$36.4K 0.79% 8
2021
Q1 		$3.86M Buy
45,814
+16,909
+58% +$1.77M 0.52% 11
2020
Q4 		$2.66M Buy
+28,905
New +$2.37M 1.49% 13

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resolute Advisors's IJR Position: Q1 2026 in Review

Resolute Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q1 2026, selling an estimated $141K and leaving 44,224 shares worth $5.5M. The position accounts for 2.27% of the portfolio, ranked #11.

Resolute Advisors first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.45M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Resolute Advisors held 44,224 shares of iShares Core S&P Small-Cap ETF worth $5.5M as of Q1 2026.
  • Resolute Advisors sold 1,113 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $141K.
  • iShares Core S&P Small-Cap ETF made up 2.27% of Resolute Advisors's portfolio in Q1 2026, its #11 holding.
  • Resolute Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Resolute Advisors's iShares Core S&P Small-Cap ETF position peaked at $7.45M in Q4 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Resolute Advisors's 13F filing for Q1 2026, filed 7 May 2026.