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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
Q2 		$6.3M Sell
42,481
-1,743
-4% -$239K 1.51% 14
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 $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Resolute Advisors's IJR Position: Q2 2026 in Review

Resolute Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q2 2026, selling an estimated $239K and leaving 42,481 shares worth $6.3M. The position accounts for 1.51% of the portfolio, ranked #14.

Resolute Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.45M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Resolute Advisors held 42,481 shares of iShares Core S&P Small-Cap ETF worth $6.3M as of Q2 2026.
  • Resolute Advisors sold 1,743 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $239K.
  • iShares Core S&P Small-Cap ETF made up 1.51% of Resolute Advisors's portfolio in Q2 2026, its #14 holding.
  • Resolute Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Resolute Advisors's iShares Core S&P Small-Cap ETF position peaked at $7.45M in Q4 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Resolute Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.