RFA
IJR icon

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

Resurgent Financial 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 		$1.6M Sell
10,809
-657
-6% -$90.2K 0.45% 51
2026
Q1 		$1.43M Sell
11,466
-843
-7% -$107K 0.51% 47
2025
Q4 		$1.48M Buy
12,309
+502
+4% +$60K 0.74% 31
2025
Q3 		$1.4M Buy
11,807
+385
+3% +$44.3K 0.69% 35
2025
Q2 		$1.25M Sell
11,422
-1,108
-9% -$115K 0.69% 36
2025
Q1 		$1.31M Buy
12,530
+98
+0.8% +$11.1K 0.79% 31
2024
Q4 		$1.43M Sell
12,432
-1,205
-9% -$144K 0.84% 30
2024
Q3 		$1.59M Buy
13,637
+329
+2% +$37.2K 0.93% 24
2024
Q2 		$1.42M Sell
13,308
-4,906
-27% -$525K 0.88% 27
2024
Q1 		$2.01M Buy
18,214
+7,846
+76% +$833K 1.07% 23
2023
Q4 		$1.12M Sell
10,368
-1,029
-9% -$99.2K 0.69% 31
2023
Q3 		$1.08M Buy
11,397
+369
+3% +$36.9K 0.73% 28
2023
Q2 		$1.1M Buy
11,028
+4,988
+83% +$475K 0.73% 33
2023
Q1 		$584K Sell
6,040
-3,325
-36% -$332K 0.39% 65
2022
Q4 		$886K Sell
9,365
-1,019
-10% -$97.7K 0.47% 50
2022
Q3 		$905K Buy
10,384
+147
+1% +$14.3K 0.61% 44
2022
Q2 		$946K Sell
10,237
-626
-6% -$62.3K 0.61% 46
2022
Q1 		$1.17M Buy
10,863
+2,576
+31% +$278K 0.73% 31
2021
Q4 		$949K Buy
+8,287
New +$944K 0.76% 39

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

Resurgent Financial Advisors's IJR Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.7% in Q2 2026, selling an estimated $90.2K and leaving 10,809 shares worth $1.6M. The position accounts for 0.45% of the portfolio, ranked #51.

Resurgent Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q1 2024. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Resurgent Financial Advisors held 10,809 shares of iShares Core S&P Small-Cap ETF worth $1.6M as of Q2 2026.
  • Resurgent Financial Advisors sold 657 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $90.2K.
  • iShares Core S&P Small-Cap ETF made up 0.45% of Resurgent Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Resurgent Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.01M in Q1 2024.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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