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

RF&L 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	$1.07M	Sell	7,240 -249	-3%	-$34.2K	0.73%	27
2026 Q1	$931K	Buy	7,489 +175	+2%	+$22.2K	0.7%	29
2025 Q4	$879K	Buy	7,314 +150	+2%	+$17.9K	0.49%	40
2025 Q3	$851K	Buy	7,164 +45	+0.6%	+$5.17K	0.5%	38
2025 Q2	$778K	Buy	7,119 +3,635	+104%	+$376K	0.5%	39
2025 Q1	$364K	Hold	3,484	–	–	0.26%	47
2024 Q4	$401K	Hold	3,484	–	–	0.28%	45
2024 Q3	$407K	Hold	3,484	–	–	0.29%	45
2024 Q2	$372K	Hold	3,484	–	–	0.28%	45
2024 Q1	$385K	Sell	3,484 -75	-2%	-$7.96K	0.3%	44
2023 Q4	$385K	Sell	3,559 -200	-5%	-$19.3K	0.32%	41
2023 Q3	$355K	Buy	3,759 +50	+1%	+$5K	0.33%	41
2023 Q2	$370K	Hold	3,709	–	–	0.34%	42
2023 Q1	$359K	Hold	3,709	–	–	0.35%	40
2022 Q4	$351K	Buy	+3,709	New	+$356K	0.36%	41

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

RF&L Wealth Management's IJR Position: Q2 2026 in Review

RF&L Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.3% in Q2 2026, selling an estimated $34.2K and leaving 7,240 shares worth $1.07M. The position accounts for 0.73% of the portfolio, ranked #27.

RF&L Wealth Management first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

RF&L Wealth Management held 7,240 shares of iShares Core S&P Small-Cap ETF worth $1.07M as of Q2 2026.
RF&L Wealth Management sold 249 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $34.2K.
iShares Core S&P Small-Cap ETF made up 0.73% of RF&L Wealth Management's portfolio in Q2 2026, its #27 holding.
RF&L Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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