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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Riversedge Advisors's IJR Position: Q2 2026 in Review

Riversedge Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3% in Q2 2026, buying an estimated $277K and bringing the position to 69,094 shares worth $10.2M. The position accounts for 1.35% of the portfolio, ranked #16.

Riversedge Advisors first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $17M in Q4 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Riversedge Advisors held 69,094 shares of iShares Core S&P Small-Cap ETF worth $10.2M as of Q2 2026.
Riversedge Advisors bought 2,016 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $277K.
iShares Core S&P Small-Cap ETF made up 1.35% of Riversedge Advisors's portfolio in Q2 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 6 quarters since.
Riversedge Advisors's iShares Core S&P Small-Cap ETF position peaked at $17M in Q4 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.