Richardson Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$348K Sell
2,349
-31
-1% -$4.25K 0.15% 30
2026
Q1
$296K Sell
2,380
-62
-3% -$7.88K 0.14% 33
2025
Q4
$293K Buy
2,442
+82
+3% +$9.81K 0.15% 26
2025
Q3
$280K Buy
2,360
+160
+7% +$18.4K 0.13% 28
2025
Q2
$240K Sell
2,200
-21
-0.9% -$2.17K 0.13% 31
2025
Q1
$232K Buy
2,221
+235
+12% +$26.5K 0.14% 31
2024
Q4
$229K Buy
1,986
+1,256
+172% +$150K 0.15% 31
2024
Q3
$85.3K Sell
730
-54
-7% -$6.1K 0.06% 48
2024
Q2
$83.6K Sell
784
-91
-10% -$9.74K 0.06% 52
2024
Q1
$96.7K Buy
875
+202
+30% +$21.4K 0.08% 43
2023
Q4
$72.8K Buy
+673
New +$64.9K 0.07% 46

Other funds holding IJR

Richardson Capital Management's IJR Position: Q2 2026 in Review

Richardson Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, selling an estimated $4.25K and leaving 2,349 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #30.

Richardson Capital Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Richardson Capital Management held 2,349 shares of iShares Core S&P Small-Cap ETF worth $348K as of Q2 2026.
  • Richardson Capital Management sold 31 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.25K.
  • iShares Core S&P Small-Cap ETF made up 0.15% of Richardson Capital Management's portfolio in Q2 2026, its #30 holding.
  • Richardson Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.