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 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

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

Revisor Wealth Management's IJR Position: Q2 2026 in Review

Revisor Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.36% in Q2 2026, selling an estimated $961 and leaving 1,949 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #301.

Revisor Wealth Management first reported a position in IJR in Q1 2023 and has held it in 8 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Revisor Wealth Management held 1,949 shares of iShares Core S&P Small-Cap ETF worth $289K as of Q2 2026.
Revisor Wealth Management sold 7 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $961.
iShares Core S&P Small-Cap ETF made up 0.07% of Revisor Wealth Management's portfolio in Q2 2026, its #301 holding.
Revisor Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 8 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.