Rice Partnership’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rice Partnership’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	$69.4K	Hold	468	–	–	0.01%	145
2026 Q1	$58.2K	Sell	468 -50	-10%	-$6.35K	0.01%	143
2025 Q4	$62.3K	Hold	518	–	–	0.01%	141
2025 Q3	$61.6K	Buy	+518	New	+$59.6K	0.01%	141
2020 Q3	–	Sell	-200	Closed	-$14K	–	95
2020 Q2	$14K	Sell	200 -138	-41%	-$8.71K	0.01%	82
2020 Q1	$19K	Buy	+338	New	+$25.2K	0.01%	86
2019 Q3	–	Sell	-254	Closed	-$20K	–	117
2019 Q2	$20K	Buy	+254	New	+$19.7K	0.01%	91

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

Rice Partnership's IJR Position: Q2 2026 in Review

Rice Partnership held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 468 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #145.

Rice Partnership first reported a position in IJR in Q2 2019 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Rice Partnership held 468 shares of iShares Core S&P Small-Cap ETF worth $69.4K as of Q2 2026.
Rice Partnership left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #145 holding.
Rice Partnership first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.