RWP
IJR icon

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

Revolve Wealth Partners’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 		$2.62M Sell
17,635
-192
-1% -$26.3K 0.27% 57
2026
Q1 		$2.22M Sell
17,827
-1,483
-8% -$188K 0.29% 53
2025
Q4 		$2.32M Sell
19,310
-546
-3% -$65.3K 0.27% 55
2025
Q3 		$2.36M Sell
19,856
-66
-0.3% -$7.59K 0.28% 51
2025
Q2 		$2.18M Sell
19,922
-62
-0.3% -$6.41K 0.28% 53
2025
Q1 		$2.09M Sell
19,984
-132
-0.7% -$14.9K 0.3% 50
2024
Q4 		$2.32M Sell
20,116
-159
-0.8% -$19K 0.34% 47
2024
Q3 		$2.37M Sell
20,275
-1,248
-6% -$141K 0.36% 44
2024
Q2 		$2.3M Sell
21,523
-938
-4% -$100K 0.38% 40
2024
Q1 		$2.48M Buy
22,461
+80
+0.4% +$8.49K 0.42% 37
2023
Q4 		$2.42M Sell
22,381
-1,005
-4% -$96.9K 0.47% 35
2023
Q3 		$2.21M Sell
23,386
-585
-2% -$58.4K 0.51% 37
2023
Q2 		$2.39M Sell
23,971
-5,108
-18% -$486K 0.56% 35
2023
Q1 		$2.81M Sell
29,079
-9,249
-24% -$925K 0.72% 30
2022
Q4 		$3.63M Sell
38,328
-4,196
-10% -$402K 1.04% 20
2022
Q3 		$3.71M Buy
42,524
+803
+2% +$78K 1.24% 22
2022
Q2 		$3.85M Buy
41,721
+1,362
+3% +$135K 1.27% 20
2022
Q1 		$4.35M Buy
40,359
+1,572
+4% +$170K 1.26% 21
2021
Q4 		$4.44M Buy
+38,787
New +$4.42M 1.28% 20

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Revolve Wealth Partners's IJR Position: Q2 2026 in Review

Revolve Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, selling an estimated $26.3K and leaving 17,635 shares worth $2.62M. The position accounts for 0.27% of the portfolio, ranked #57.

Revolve Wealth Partners first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.44M in Q4 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Revolve Wealth Partners held 17,635 shares of iShares Core S&P Small-Cap ETF worth $2.62M as of Q2 2026.
  • Revolve Wealth Partners sold 192 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26.3K.
  • iShares Core S&P Small-Cap ETF made up 0.27% of Revolve Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Revolve Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $4.44M in Q4 2021.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.