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

Retirement Investment 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	$2.05M	Sell	14,161 -1	-0%	-$137	0.15%	21
2026 Q1	$1.7M	Buy	14,162 +64	+0.5%	+$8.13K	0.14%	22
2025 Q4	$1.69M	Sell	14,098 -566	-4%	-$67.7K	0.14%	22
2025 Q3	$1.74M	Sell	14,664 -238	-2%	-$27.4K	0.14%	22
2025 Q2	$1.63M	Sell	14,902 -7	-0%	-$724	0.15%	20
2025 Q1	$1.56M	Hold	14,909	–	–	0.16%	21
2024 Q4	$1.72M	Sell	14,909 -468	-3%	-$55.9K	0.18%	18
2024 Q3	$1.8M	Sell	15,377 -192	-1%	-$21.7K	0.2%	19
2024 Q2	$1.66M	Buy	+15,569	New	+$1.67M	0.2%	19
2023 Q4	$2.06M	Sell	19,005 -17,751	-48%	-$1.71M	0.29%	19
2023 Q3	$3.47M	Sell	36,756 -7,678	-17%	-$767K	0.32%	19
2023 Q2	$4.43M	Sell	44,434 -8,793	-17%	-$837K	0.53%	19
2023 Q1	$5.15M	Buy	53,227 +5,451	+11%	+$545K	0.92%	18
2022 Q4	$4.52M	Buy	+47,776	New	+$4.58M	2.93%	12

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 Investment Advisors's IJR Position: Q2 2026 in Review

Retirement Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.01% in Q2 2026, selling an estimated $137 and leaving 14,161 shares worth $2.05M. The position accounts for 0.15% of the portfolio, ranked #21.

Retirement Investment Advisors first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.15M in Q1 2023. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Retirement Investment Advisors held 14,161 shares of iShares Core S&P Small-Cap ETF worth $2.05M as of Q2 2026.
Retirement Investment Advisors sold 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.15% of Retirement Investment Advisors's portfolio in Q2 2026, its #21 holding.
Retirement Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Retirement Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $5.15M in Q1 2023.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.