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

Riverpoint Wealth Management Holdings’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 		$1.79M Buy
12,089
+764
+7% +$105K 0.33% 27
2026
Q1 		$1.41M Buy
11,325
+47
+0.4% +$5.97K 0.3% 27
2025
Q4 		$1.36M Buy
11,278
+293
+3% +$35K 0.29% 28
2025
Q3 		$1.31M Buy
10,985
+474
+5% +$54.5K 0.29% 29
2025
Q2 		$1.15M Buy
10,511
+980
+10% +$101K 0.27% 29
2025
Q1 		$997K Buy
9,531
+1,272
+15% +$144K 0.26% 29
2024
Q4 		$952K Sell
8,259
-101
-1% -$12.1K 0.25% 29
2024
Q3 		$978K Buy
8,360
+43
+0.5% +$4.86K 0.25% 30
2024
Q2 		$887K Buy
8,317
+12
+0.1% +$1.28K 0.25% 29
2024
Q1 		$918K Buy
8,305
+10
+0.1% +$1.06K 0.26% 29
2023
Q4 		$898K Sell
8,295
-3,396
-29% -$327K 0.26% 28
2023
Q3 		$1.1M Buy
11,691
+144
+1% +$14.4K 0.36% 24
2023
Q2 		$1.15M Sell
11,547
-223
-2% -$21.2K 0.36% 22
2023
Q1 		$1.14M Buy
11,770
+1,016
+9% +$102K 0.39% 22
2022
Q4 		$1.02M Buy
10,754
+1,854
+21% +$178K 0.38% 23
2022
Q3 		$776K Sell
8,900
-1,079
-11% -$105K 0.33% 23
2022
Q2 		$922K Buy
9,979
+1,071
+12% +$107K 0.37% 22
2022
Q1 		$961K Buy
8,908
+974
+12% +$105K 0.33% 22
2021
Q4 		$909K Sell
7,934
-2,119
-21% -$241K 0.31% 23
2021
Q3 		$1.1M Sell
10,053
-26,054
-72% -$2.87M 0.39% 23
2021
Q2 		$4.08M Buy
36,107
+708
+2% +$79K 1.13% 18
2021
Q1 		$3.84M Sell
35,399
-254
-0.7% -$26.6K 1.16% 18
2020
Q4 		$3.28M Sell
35,653
-1,228
-3% -$101K 1.04% 18
2020
Q3 		$2.59M Buy
36,881
+1,116
+3% +$80K 0.94% 19
2020
Q2 		$2.44M Sell
35,765
-51,066
-59% -$3.22M 0.95% 18
2020
Q1 		$4.87M Buy
86,831
+22,547
+35% +$1.68M 2.38% 12
2019
Q4 		$5.39M Buy
64,284
+713
+1% +$57.4K 2.14% 13
2019
Q3 		$4.95M Buy
63,571
+661
+1% +$51.2K 2.19% 12
2019
Q2 		$4.92M Buy
62,910
+5,950
+10% +$462K 2.24% 11
2019
Q1 		$4.39M Sell
56,960
-9,046
-14% -$695K 2.12% 12
2018
Q4 		$4.58M Buy
66,006
+45,362
+220% +$3.51M 2.54% 12
2018
Q3 		$1.8M Buy
20,644
+336
+2% +$29.4K 0.92% 17
2018
Q2 		$1.7M Buy
20,308
+16,939
+503% +$1.38M 0.94% 17
2018
Q1 		$258K Buy
+3,369
New +$262K 0.16% 43

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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

Riverpoint Wealth Management Holdings's IJR Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.7% in Q2 2026, buying an estimated $105K and bringing the position to 12,089 shares worth $1.79M. The position accounts for 0.33% of the portfolio, ranked #27.

Riverpoint Wealth Management Holdings first reported a position in IJR in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.39M in Q4 2019. 1,501 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 12,089 shares of iShares Core S&P Small-Cap ETF worth $1.79M as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 764 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $105K.
  • iShares Core S&P Small-Cap ETF made up 0.33% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #27 holding.
  • Riverpoint Wealth Management Holdings first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • Riverpoint Wealth Management Holdings's iShares Core S&P Small-Cap ETF position peaked at $5.39M in Q4 2019.
  • 1,501 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.