Riversedge Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Riversedge Advisors’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 Q3	$10M	Buy	73,799 +4,705	+7%	+$681K	1.23%	16
2026 Q2	$10.2M	Buy	69,094 +2,016	+3%	+$277K	1.35%	16
2026 Q1	$8.34M	Sell	67,078 -74,336	-53%	-$9.44M	1.35%	17
2025 Q4	$17M	Buy	141,414 +25,758	+22%	+$3.08M	2.76%	11
2025 Q3	$13.7M	Buy	115,656 +11,543	+11%	+$1.33M	2.3%	14
2025 Q2	$11.4M	Buy	104,113 +39,566	+61%	+$4.09M	2.23%	15
2025 Q1	$6.75M	Buy	+64,547	New	+$7.28M	1.51%	17

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Riversedge Advisors's IJR Position: Q3 2026 in Review

Riversedge Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.8% in Q3 2026, buying an estimated $681K and bringing the position to 73,799 shares worth $10M. The position accounts for 1.23% of the portfolio, ranked #16.

Riversedge Advisors first reported a position in IJR in Q1 2025 and has held it in 7 quarters since. The position peaked at $17M in Q4 2025. 363 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Riversedge Advisors held 73,799 shares of iShares Core S&P Small-Cap ETF worth $10M as of Q3 2026.
Riversedge Advisors bought 4,705 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $681K.
iShares Core S&P Small-Cap ETF made up 1.23% of Riversedge Advisors's portfolio in Q3 2026, its #16 holding.
Riversedge Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
Riversedge Advisors's iShares Core S&P Small-Cap ETF position peaked at $17M in Q4 2025.
363 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.