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

Riverbend 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	$386K	Hold	2,604	–	–	0.19%	122
2026 Q1	$324K	Hold	2,604	–	–	0.19%	124
2025 Q4	$313K	Hold	2,604	–	–	0.19%	122
2025 Q3	$309K	Sell	2,604 -96	-4%	-$11K	0.22%	106
2025 Q2	$295K	Buy	2,700 +308	+13%	+$31.8K	0.22%	108
2025 Q1	$250K	Buy	2,392 +89	+4%	+$10K	0.22%	106
2024 Q4	$265K	Buy	+2,303	New	+$275K	0.24%	97

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

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

Riverbend Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,604 shares worth $386K. The position accounts for 0.19% of the portfolio, ranked #122.

Riverbend Wealth Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Riverbend Wealth Management held 2,604 shares of iShares Core S&P Small-Cap ETF worth $386K as of Q2 2026.
Riverbend Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.19% of Riverbend Wealth Management's portfolio in Q2 2026, its #122 holding.
Riverbend Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.