RIA
IJR icon

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

Richwood Investment Advisors’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 		$10.7M Sell
71,913
-3,257
-4% -$447K 7.5% 2
2026
Q1 		$9.34M Buy
75,170
+1,134
+2% +$144K 7.2% 2
2025
Q4 		$9.77M Buy
74,036
+1,839
+3% +$220K 7.02% 2
2025
Q3 		$8.58M Sell
72,197
-299
-0.4% -$34.4K 6.72% 3
2025
Q2 		$7.92M Buy
72,496
+683
+1% +$70.6K 6.51% 3
2025
Q1 		$7.51M Buy
71,813
+2,166
+3% +$244K 6.38% 3
2024
Q4 		$8.02M Buy
69,647
+1,212
+2% +$145K 6.69% 2
2024
Q3 		$8M Sell
68,435
-895
-1% -$101K 6.62% 2
2024
Q2 		$7.39M Buy
69,330
+274
+0.4% +$29.3K 6.48% 3
2024
Q1 		$7.63M Sell
69,056
-1,934
-3% -$205K 6.78% 3
2023
Q4 		$7.68M Buy
70,990
+140
+0.2% +$13.5K 7.22% 2
2023
Q3 		$6.68M Sell
70,850
-438
-0.6% -$43.8K 6.82% 2
2023
Q2 		$7.1M Sell
71,288
-2,129
-3% -$203K 6.94% 2
2023
Q1 		$7.1M Sell
73,417
-225
-0.3% -$22.5K 7.08% 2
2022
Q4 		$6.97M Sell
73,642
-1,121
-1% -$108K 7.01% 2
2022
Q3 		$6.52M Sell
74,763
-686
-0.9% -$66.6K 7.15% 2
2022
Q2 		$6.97M Buy
75,449
+301
+0.4% +$29.9K 7.03% 2
2022
Q1 		$8.11M Buy
75,148
+3,215
+4% +$347K 7.24% 2
2021
Q4 		$8.24M Buy
+71,933
New +$8.2M 7.2% 2

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Richwood Investment Advisors's IJR Position: Q2 2026 in Review

Richwood Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.3% in Q2 2026, selling an estimated $447K and leaving 71,913 shares worth $10.7M. The position accounts for 7.5% of the portfolio, ranked #2.

Richwood Investment Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,424 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Richwood Investment Advisors held 71,913 shares of iShares Core S&P Small-Cap ETF worth $10.7M as of Q2 2026.
  • Richwood Investment Advisors sold 3,257 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $447K.
  • iShares Core S&P Small-Cap ETF made up 7.5% of Richwood Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Richwood Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,424 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.