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

Richardson Financial Services’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	$5.34K	Sell	36 -384	-91%	-$52.7K	﹤0.01%	503
2026 Q1	$52.2K	Buy	420 +69	+20%	+$8.77K	0.03%	292
2025 Q4	$42.2K	Buy	+351	New	+$42K	0.01%	318
2025 Q1	–	Sell	-24	Closed	-$2.76K	–	620
2024 Q4	$2.76K	Buy	+24	New	+$2.87K	﹤0.01%	478
2024 Q2	–	Sell	-1	Closed	-$180	–	607
2024 Q1	$180	Sell	1 -363	-100%	-$38.5K	﹤0.01%	612
2023 Q4	$39.4K	Buy	+364	New	+$35.1K	0.03%	231

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

Richardson Financial Services's IJR Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 91% in Q2 2026, selling an estimated $52.7K and leaving 36 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Richardson Financial Services first reported a position in IJR in Q4 2023 and has held it in 6 quarters since. The position peaked at $52.2K in Q1 2026. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Richardson Financial Services held 36 shares of iShares Core S&P Small-Cap ETF worth $5.34K as of Q2 2026.
Richardson Financial Services sold 384 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $52.7K.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #503 holding.
Richardson Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
Richardson Financial Services's iShares Core S&P Small-Cap ETF position peaked at $52.2K in Q1 2026.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.