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

Ritholtz Wealth Management’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	$17.8M	Sell	120,055 -12,887	-10%	-$1.77M	0.27%	48
2026 Q1	$16.5M	Sell	132,942 -8,608	-6%	-$1.09M	0.29%	43
2025 Q4	$17M	Sell	141,550 -3,268	-2%	-$391K	0.31%	38
2025 Q3	$17.2M	Buy	144,818 +3,089	+2%	+$355K	0.33%	37
2025 Q2	$15.5M	Buy	141,729 +100,400	+243%	+$10.4M	0.34%	36
2025 Q1	$4.32M	Buy	41,329 +21,513	+109%	+$2.43M	0.13%	110
2024 Q4	$2.28M	Buy	19,816 +259	+1%	+$30.9K	0.07%	202
2024 Q3	$2.29M	Sell	19,557 -3,736	-16%	-$422K	0.07%	201
2024 Q2	$2.48M	Buy	23,293 +472	+2%	+$50.5K	0.08%	160
2024 Q1	$2.52M	Buy	22,821 +2,997	+15%	+$318K	0.09%	156
2023 Q4	$2.15M	Buy	19,824 +6,157	+45%	+$593K	0.08%	155
2023 Q3	$1.29M	Buy	13,667 +11,027	+418%	+$1.1M	0.06%	222
2023 Q2	$263K	Buy	+2,640	New	+$251K	0.01%	571
2022 Q2	–	Sell	-2,046	Closed	-$221K	–	567
2022 Q1	$221K	Buy	+2,046	New	+$221K	0.01%	486

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

Ritholtz Wealth Management's IJR Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.7% in Q2 2026, selling an estimated $1.77M and leaving 120,055 shares worth $17.8M. The position accounts for 0.27% of the portfolio, ranked #48.

Ritholtz Wealth Management first reported a position in IJR in Q1 2022 and has held it in 14 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ritholtz Wealth Management held 120,055 shares of iShares Core S&P Small-Cap ETF worth $17.8M as of Q2 2026.
Ritholtz Wealth Management sold 12,887 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.77M.
iShares Core S&P Small-Cap ETF made up 0.27% of Ritholtz Wealth Management's portfolio in Q2 2026, its #48 holding.
Ritholtz Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.