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

Resources Management Corp’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	-208	Closed	-$26K	–	272
2026 Q1	$26K	Buy	208 +123	+145%	+$15.6K	﹤0.01%	295
2025 Q4	$10K	Buy	85 +4	+5%	+$478	﹤0.01%	359
2025 Q3	$10K	Hold	81	–	–	﹤0.01%	342
2025 Q2	$9K	Hold	81	–	–	﹤0.01%	357
2025 Q1	$8K	Hold	81	–	–	﹤0.01%	360
2024 Q4	$9K	Hold	81	–	–	﹤0.01%	362
2024 Q3	$9K	Hold	81	–	–	﹤0.01%	371
2024 Q2	$9K	Hold	81	–	–	﹤0.01%	357
2024 Q1	$9K	Hold	81	–	–	﹤0.01%	368
2023 Q4	$9K	Hold	81	–	–	﹤0.01%	369
2023 Q3	$8K	Hold	81	–	–	﹤0.01%	375
2023 Q2	$8K	Sell	81 -4,269	-98%	-$406K	﹤0.01%	377
2023 Q1	$194K	Buy	4,350 +4,269	+5,270%	+$427K	0.03%	217
2022 Q4	$8K	Sell	81 -97	-54%	-$9.3K	﹤0.01%	384
2022 Q3	$16K	Hold	178	–	–	﹤0.01%	357
2022 Q2	$16K	Hold	178	–	–	﹤0.01%	365
2022 Q1	$19K	Sell	178 -300	-63%	-$32.4K	﹤0.01%	362
2021 Q4	$55K	Hold	478	–	–	0.01%	315
2021 Q3	$52K	Hold	478	–	–	0.01%	312
2021 Q2	$54K	Hold	478	–	–	0.01%	320
2021 Q1	$52K	Hold	478	–	–	0.01%	309
2020 Q4	$44K	Hold	478	–	–	0.01%	321
2020 Q3	$34K	Hold	478	–	–	0.01%	316
2020 Q2	$33K	Buy	478 +1	+0.2%	+$63	0.01%	317
2020 Q1	$27K	Buy	477 +96	+25%	+$7.15K	0.01%	318
2019 Q4	$32K	Hold	381	–	–	0.01%	317
2019 Q3	$30K	Buy	+381	New	+$29.5K	0.01%	339
2018 Q4	$26K	Buy	+381	New	+$29.4K	0.01%	335

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

Resources Management Corp's IJR Position: Q2 2026 in Review

Resources Management Corp sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 208 shares — an estimated $26K sold.

Resources Management Corp first reported a position in IJR in Q4 2018 and held it in 28 quarters. The position peaked at $194K in Q1 2023. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Resources Management Corp reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 208 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26K.
Resources Management Corp first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 28 quarters.
Resources Management Corp's iShares Core S&P Small-Cap ETF position peaked at $194K in Q1 2023.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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