Revisor Wealth Management
IJR icon

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

Revisor Wealth Management’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
Q3 		$325K Buy
2,391
+442
+23% +$64K 0.08% 264
2026
Q2 		$289K Sell
1,949
-7
-0.4% -$961 0.07% 301
2026
Q1 		$243K Hold
1,956
– – 0.07% 288
2025
Q4 		$255K Sell
1,956
-20
-1% -$2.39K 0.07% 269
2025
Q3 		$233K Sell
1,976
-293
-13% -$33.7K 0.08% 245
2025
Q2 		$259K Sell
2,269
-424
-16% -$43.8K 0.09% 236
2025
Q1 		$282K Buy
+2,693
New +$304K 0.13% 181
2024
Q1 		– Sell
-2,046
Closed -$222K – 193
2023
Q4 		$222K Buy
+2,046
New +$197K 0.26% 121
2023
Q2 		– Sell
-2,661
Closed -$257K – 161
2023
Q1 		$257K Buy
+2,661
New +$266K 0.24% 130

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Revisor Wealth Management's IJR Position: Q3 2026 in Review

Revisor Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 23% in Q3 2026, buying an estimated $64K and bringing the position to 2,391 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #264.

Revisor Wealth Management first reported a position in IJR in Q1 2023 and has held it in 9 quarters since. 2,313 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Revisor Wealth Management held 2,391 shares of iShares Core S&P Small-Cap ETF worth $325K as of Q3 2026.
  • Revisor Wealth Management bought 442 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $64K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Revisor Wealth Management's portfolio in Q3 2026, its #264 holding.
  • Revisor Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 9 quarters since.
  • 2,313 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.