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

Richmond Investment 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	–	Sell	-7,301	Closed	-$908K	–	192
2026 Q1	$908K	Sell	7,301 -69	-0.9%	-$8.77K	0.15%	95
2025 Q4	$886K	Buy	7,370 +1,364	+23%	+$163K	0.15%	89
2025 Q3	$714K	Buy	6,006 +207	+4%	+$23.8K	0.13%	105
2025 Q2	$634K	Buy	+5,799	New	+$599K	0.13%	106
2025 Q1	–	Sell	-2,197	Closed	-$253K	–	115
2024 Q4	$253K	Buy	+2,197	New	+$262K	0.14%	88

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

Richmond Investment Services's IJR Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 7,301 shares — an estimated $908K sold.

Richmond Investment Services first reported a position in IJR in Q4 2024 and held it in 5 quarters. The position peaked at $908K in Q1 2026. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Richmond Investment Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 7,301 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $908K.
Richmond Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 5 quarters.
Richmond Investment Services's iShares Core S&P Small-Cap ETF position peaked at $908K in Q1 2026.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.