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

Riverchase 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	$1.48M	Hold	9,975	–	–	0.69%	26
2026 Q1	$1.24M	Hold	9,975	–	–	0.65%	26
2025 Q4	$1.2M	Hold	9,975	–	–	0.65%	27
2025 Q3	$1.19M	Hold	9,975	–	–	0.67%	25
2025 Q2	$1.09M	Hold	9,975	–	–	0.69%	25
2025 Q1	$1.04M	Hold	9,975	–	–	0.73%	26
2024 Q4	$1.15M	Buy	+9,975	New	+$1.19M	0.86%	24

Other funds holding IJR

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 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Riverchase Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 9,975 shares worth $1.48M. The position accounts for 0.69% of the portfolio, ranked #26.

Riverchase Wealth Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Riverchase Wealth Management held 9,975 shares of iShares Core S&P Small-Cap ETF worth $1.48M as of Q2 2026.
Riverchase 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 0.69% of Riverchase Wealth Management's portfolio in Q2 2026, its #26 holding.
Riverchase 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.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.