Ritter Daniher Financial Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ritter Daniher Financial Advisory’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	$23.1M	Sell	155,426 -722	-0.5%	-$99.1K	3.51%	8
2026 Q1	$19.4M	Sell	156,148 -1,569	-1%	-$199K	3.29%	8
2025 Q4	$19M	Sell	157,717 -915	-0.6%	-$109K	3.18%	8
2025 Q3	$18.9M	Sell	158,632 -4,018	-2%	-$462K	3.32%	7
2025 Q2	$17.8M	Sell	162,650 -2,418	-1%	-$250K	4.37%	7
2025 Q1	$17.3M	Sell	165,068 -3,370	-2%	-$380K	4.71%	7
2024 Q4	$19.4M	Sell	168,438 -9,859	-6%	-$1.18M	5.48%	6
2024 Q3	$20.9M	Buy	178,297 +2,389	+1%	+$270K	6.06%	6
2024 Q2	$18.8M	Buy	175,908 +2,143	+1%	+$229K	5.98%	6
2024 Q1	$19.2M	Buy	173,765 +3,522	+2%	+$374K	6.36%	6
2023 Q4	$18.4M	Buy	170,243 +15,186	+10%	+$1.46M	6.83%	6
2023 Q3	$14.6M	Buy	155,057 +5,100	+3%	+$509K	6.18%	6
2023 Q2	$14.9M	Buy	149,957 +10,464	+8%	+$996K	6.19%	6
2023 Q1	$13.5M	Buy	139,493 +13,439	+11%	+$1.34M	5.93%	6
2022 Q4	$11.9M	Buy	126,054 +63,862	+103%	+$6.13M	5.68%	6
2022 Q3	$5.42M	Buy	62,192 +2,217	+4%	+$215K	3.88%	8
2022 Q2	$5.54M	Buy	59,975 +2,320	+4%	+$231K	3.94%	8
2022 Q1	$6.22M	Buy	57,655 +3,055	+6%	+$330K	4.29%	7
2021 Q4	$6.25M	Sell	54,600 -531	-1%	-$60.5K	4.17%	7
2021 Q3	$6.02M	Sell	55,131 -1,035	-2%	-$114K	4.4%	7
2021 Q2	$6.35M	Sell	56,166 -861	-2%	-$96K	4.72%	7
2021 Q1	$6.19M	Sell	57,027 -10,509	-16%	-$1.1M	4.95%	7
2020 Q4	$6.21M	Buy	+67,536	New	+$5.55M	5.39%	7

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

Ritter Daniher Financial Advisory's IJR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.46% in Q2 2026, selling an estimated $99.1K and leaving 155,426 shares worth $23.1M. The position accounts for 3.51% of the portfolio, ranked #8.

Ritter Daniher Financial Advisory first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ritter Daniher Financial Advisory held 155,426 shares of iShares Core S&P Small-Cap ETF worth $23.1M as of Q2 2026.
Ritter Daniher Financial Advisory sold 722 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $99.1K.
iShares Core S&P Small-Cap ETF made up 3.51% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #8 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.