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

RiverFront Investment Group’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 Q1	$1.69M	Buy	13,596 +6,801	+100%	+$864K	0.03%	152
2025 Q4	$817K	Buy	6,795 +18	+0.3%	+$2.15K	0.01%	185
2025 Q3	$805K	Hold	6,777	–	–	0.01%	172
2025 Q2	$741K	Sell	6,777 -579,912	-99%	-$59.9M	0.01%	170
2025 Q1	$61.4M	Buy	586,689 +50,913	+10%	+$5.75M	1.37%	24
2024 Q4	$61.7M	Buy	535,776 +304,736	+132%	+$36.4M	1.41%	24
2024 Q3	$27M	Buy	+231,040	New	+$26.1M	0.64%	42
2023 Q3	–	Sell	-2,200	Closed	-$219K	–	117
2023 Q2	$219K	Sell	2,200 -217,817	-99%	-$20.7M	0.01%	104
2023 Q1	$21.3M	Buy	220,017 +1,693	+0.8%	+$169K	0.75%	33
2022 Q4	$4.47M	Buy	+218,324	New	+$20.9M	1.02%	30
2022 Q1	–	Sell	-10,058	Closed	-$1.15M	–	101
2021 Q4	$1.15M	Buy	+10,058	New	+$1.15M	0.04%	66
2019 Q3	–	Sell	-1,119,214	Closed	-$87.6M	–	66
2019 Q2	$87.6M	Sell	1,119,214 -28,511	-2%	-$2.21M	2.2%	14
2019 Q1	$88.5M	Buy	1,147,725 +1,037,987	+946%	+$79.7M	2.19%	14
2018 Q4	$7.61M	Sell	109,738 -20,414	-16%	-$1.58M	0.21%	57
2018 Q3	$11.4M	Sell	130,152 -1,647	-1%	-$144K	0.27%	51
2018 Q2	$10.7M	Buy	131,799 +245	+0.2%	+$20K	0.26%	51
2018 Q1	$10.1M	Sell	131,554 -7,280	-5%	-$567K	0.24%	50
2017 Q4	$10.7M	Buy	138,834 +2,366	+2%	+$178K	0.25%	41
2017 Q3	$10.1M	Sell	136,468 -332	-0.2%	-$23.3K	0.25%	42
2017 Q2	$9.59M	Sell	136,800 -198,629	-59%	-$13.8M	0.25%	41
2017 Q1	$23.2M	Sell	335,429 -347,339	-51%	-$24M	0.63%	33
2016 Q4	$46.9M	Sell	682,768 -699,972	-51%	-$45.1M	1.32%	26
2016 Q3	$85.8M	Buy	+1,382,740	New	+$84.5M	2.29%	18
2014 Q1	–	Sell	-413,520	Closed	-$22.6M	–	89
2013 Q4	$22.6M	Sell	413,520 -59,006	-12%	-$3.08M	0.66%	35
2013 Q3	$23.6M	Sell	472,526 -125,196	-21%	-$6.05M	0.72%	35
2013 Q2	$27M	Buy	+597,722	New	+$26.5M	0.91%	28

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RiverFront Investment Group's IJR Position: Q1 2026 in Review

RiverFront Investment Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 100% in Q1 2026, buying an estimated $864K and bringing the position to 13,596 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #152.

RiverFront Investment Group first reported a position in IJR in Q2 2013 and has held it in 26 quarters since. The position peaked at $88.5M in Q1 2019. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

RiverFront Investment Group held 13,596 shares of iShares Core S&P Small-Cap ETF worth $1.69M as of Q1 2026.
RiverFront Investment Group bought 6,801 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $864K.
iShares Core S&P Small-Cap ETF made up 0.03% of RiverFront Investment Group's portfolio in Q1 2026, its #152 holding.
RiverFront Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 26 quarters since.
RiverFront Investment Group's iShares Core S&P Small-Cap ETF position peaked at $88.5M in Q1 2019.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.