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 Q1	$373K	Buy	+3,000	New	+$381K	0.13%	180
2023 Q3	–	Sell	-3,000	Closed	-$14.2K	–	505
2023 Q2	$14.2K	Hold	3,000	–	–	0.01%	501
2023 Q1	$25.6K	Buy	+3,000	New	+$300K	0.02%	442
2022 Q4	–	Sell	-600	Closed	-$26K	–	628
2022 Q3	$26K	Buy	+600	New	+$58.3K	0.02%	201

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resurgent Financial Advisors's IJR Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.8% in Q1 2026, selling an estimated $107K and leaving 11,466 shares worth $1.43M. The position accounts for 0.51% of the portfolio, ranked #47.

Resurgent Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.01M in Q1 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Resurgent Financial Advisors held 11,466 shares of iShares Core S&P Small-Cap ETF worth $1.43M as of Q1 2026.
Resurgent Financial Advisors sold 843 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $107K.
iShares Core S&P Small-Cap ETF made up 0.51% of Resurgent Financial Advisors's portfolio in Q1 2026, its #47 holding.
Resurgent Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Resurgent Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.01M in Q1 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.