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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RF&L Wealth Management's IJR Position: Q1 2026 in Review

RF&L Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q1 2026, buying an estimated $22.2K and bringing the position to 7,489 shares worth $931K. The position accounts for 0.7% of the portfolio, ranked #29.

RF&L Wealth Management first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

RF&L Wealth Management held 7,489 shares of iShares Core S&P Small-Cap ETF worth $931K as of Q1 2026.
RF&L Wealth Management bought 175 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $22.2K.
iShares Core S&P Small-Cap ETF made up 0.7% of RF&L Wealth Management's portfolio in Q1 2026, its #29 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 14 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.