RIG
IJR icon

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
Q2 		$2.42M Buy
16,300
+2,704
+20% +$371K 0.03% 161
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RiverFront Investment Group's IJR Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 20% in Q2 2026, buying an estimated $371K and bringing the position to 16,300 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #161.

RiverFront Investment Group first reported a position in IJR in Q2 2013 and has held it in 27 quarters since. The position peaked at $88.5M in Q1 2019. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • RiverFront Investment Group held 16,300 shares of iShares Core S&P Small-Cap ETF worth $2.42M as of Q2 2026.
  • RiverFront Investment Group bought 2,704 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $371K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of RiverFront Investment Group's portfolio in Q2 2026, its #161 holding.
  • RiverFront Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 27 quarters since.
  • RiverFront Investment Group's iShares Core S&P Small-Cap ETF position peaked at $88.5M in Q1 2019.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.