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 Q2	$2.35M	Buy	15,925 +155	+1%	+$21.3K	0.89%	37
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 $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

Retirement Guys Formula's IJR Position: Q2 2026 in Review

Retirement Guys Formula increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.98% in Q2 2026, buying an estimated $21.3K and bringing the position to 15,925 shares worth $2.35M. The position accounts for 0.89% of the portfolio, ranked #37.

Retirement Guys Formula first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Retirement Guys Formula held 15,925 shares of iShares Core S&P Small-Cap ETF worth $2.35M as of Q2 2026.
Retirement Guys Formula bought 155 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.3K.
iShares Core S&P Small-Cap ETF made up 0.89% of Retirement Guys Formula's portfolio in Q2 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 9 quarters since.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.