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

Resonant Capital 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 		$28.3M Sell
227,285
-47,500
-17% -$6.03M 1.48% 15
2025
Q4 		$33M Buy
274,785
+5,942
+2% +$711K 1.81% 13
2025
Q3 		$31.9M Buy
268,843
+18,667
+7% +$2.15M 1.86% 12
2025
Q2 		$27.3M Buy
250,176
+1,941
+0.8% +$201K 1.75% 13
2025
Q1 		$26M Buy
248,235
+6,472
+3% +$730K 1.81% 12
2024
Q4 		$27.9M Buy
241,763
+2,950
+1% +$352K 2.03% 11
2024
Q3 		$27.9M Buy
238,813
+7,078
+3% +$800K 2.05% 11
2024
Q2 		$24.7M Buy
231,735
+11,821
+5% +$1.26M 2.01% 12
2024
Q1 		$24.3M Buy
219,914
+9,055
+4% +$961K 2.08% 11
2023
Q4 		$22.8M Buy
210,859
+5,225
+3% +$504K 2.21% 10
2023
Q3 		$19.5M Buy
205,634
+5,927
+3% +$592K 2.08% 13
2023
Q2 		$19.9M Buy
199,707
+1,636
+0.8% +$156K 2.16% 11
2023
Q1 		$19.2M Buy
198,071
+8,638
+5% +$864K 2.17% 10
2022
Q4 		$17.9M Buy
189,433
+1,229
+0.7% +$118K 2.24% 8
2022
Q3 		$16.4M Buy
188,204
+3,444
+2% +$335K 2.49% 7
2022
Q2 		$17.1M Sell
184,760
-8,429
-4% -$838K 2.67% 7
2022
Q1 		$21.1M Sell
193,189
-6,079
-3% -$656K 3.12% 7
2021
Q4 		$22.8M Buy
199,268
+10,747
+6% +$1.22M 3.43% 6
2021
Q3 		$20.6M Buy
188,521
+14,966
+9% +$1.65M 3.58% 6
2021
Q2 		$19.6M Buy
173,555
+4,088
+2% +$456K 3.79% 7
2021
Q1 		$18.4M Buy
169,467
+6,409
+4% +$671K 3.78% 7
2020
Q4 		$15M Buy
163,058
+7,779
+5% +$639K 3.55% 8
2020
Q3 		$10.9M Buy
155,279
+1,464
+1% +$105K 3.11% 10
2020
Q2 		$10.5M Buy
153,815
+66,334
+76% +$4.19M 3.05% 8
2020
Q1 		$4.91M Buy
87,481
+15,873
+22% +$1.18M 1.79% 12
2019
Q4 		$6M Buy
+71,608
New +$5.76M 1.89% 10

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

Resonant Capital Advisors's IJR Position: Q1 2026 in Review

Resonant Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q1 2026, selling an estimated $6.03M and leaving 227,285 shares worth $28.3M. The position accounts for 1.48% of the portfolio, ranked #15.

Resonant Capital Advisors first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $33M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Resonant Capital Advisors held 227,285 shares of iShares Core S&P Small-Cap ETF worth $28.3M as of Q1 2026.
  • Resonant Capital Advisors sold 47,500 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $6.03M.
  • iShares Core S&P Small-Cap ETF made up 1.48% of Resonant Capital Advisors's portfolio in Q1 2026, its #15 holding.
  • Resonant Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Resonant Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $33M in Q4 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.