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

Retirement Wealth Solutions’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 		$237 Hold
2
– – ﹤0.01% 771
2026
Q1 		$198 Hold
2
– – ﹤0.01% 783
2025
Q4 		$191 Hold
2
– – ﹤0.01% 735
2025
Q3 		$188 Hold
2
– – ﹤0.01% 764
2025
Q2 		$173 Hold
2
– – ﹤0.01% 404
2025
Q1 		$165 Hold
2
– – ﹤0.01% 392
2024
Q4 		$177 Buy
+2
New +$239 ﹤0.01% 395

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Retirement Wealth Solutions's IJR Position: Q2 2026 in Review

Retirement Wealth Solutions held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Retirement Wealth Solutions first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Retirement Wealth Solutions held 2 shares of iShares Core S&P Small-Cap ETF worth $237 as of Q2 2026.
  • Retirement Wealth Solutions left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #771 holding.
  • Retirement Wealth Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.