Retirement Guys Formula’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Retirement Guys Formula’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	$1.95M	Buy	15,770 +294	+2%	+$37.4K	0.9%	37
2025 Q4	$1.85M	Buy	15,476 +347	+2%	+$41.5K	0.84%	41
2025 Q3	$1.79M	Buy	15,129 +369	+3%	+$42.4K	0.63%	50
2025 Q2	$1.61M	Buy	14,760 +603	+4%	+$62.3K	0.61%	60
2025 Q1	$1.48M	Buy	14,157 +622	+5%	+$70.2K	0.73%	48
2024 Q4	$1.56M	Sell	13,535 -4,362	-24%	-$521K	0.79%	41
2024 Q3	$2.09M	Sell	17,897 -202	-1%	-$22.8K	0.97%	27
2024 Q2	$1.93M	Buy	+18,099	New	+$1.94M	0.93%	30

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

Retirement Guys Formula's IJR Position: Q1 2026 in Review

Retirement Guys Formula increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q1 2026, buying an estimated $37.4K and bringing the position to 15,770 shares worth $1.95M. The position accounts for 0.9% of the portfolio, ranked #37.

Retirement Guys Formula first reported a position in IJR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Retirement Guys Formula held 15,770 shares of iShares Core S&P Small-Cap ETF worth $1.95M as of Q1 2026.
Retirement Guys Formula bought 294 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $37.4K.
iShares Core S&P Small-Cap ETF made up 0.9% of Retirement Guys Formula's portfolio in Q1 2026, its #37 holding.
Retirement Guys Formula first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Retirement Guys Formula's iShares Core S&P Small-Cap ETF position peaked at $2.09M in Q3 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.