RWB
IJR icon

RMR Wealth Builders’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

RMR Wealth Builders’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 		$2.01M Sell
13,572
-5,280
-28% -$725K 0.13% 87
2026
Q1 		$2.34M Sell
18,852
-33,619
-64% -$4.27M 0.18% 77
2025
Q4 		$6.31M Sell
52,471
-201,452
-79% -$24.1M 0.5% 30
2025
Q3 		$30.2M Buy
253,923
+13,212
+5% +$1.52M 2.53% 9
2025
Q2 		$26.3M Buy
240,711
+14,985
+7% +$1.55M 2.39% 10
2025
Q1 		$23.6M Buy
225,726
+23,574
+12% +$2.66M 2.48% 11
2024
Q4 		$23.3M Buy
202,152
+12,246
+6% +$1.46M 2.41% 11
2024
Q3 		$22.2M Buy
189,906
+5,310
+3% +$600K 2.35% 12
2024
Q2 		$19.7M Buy
184,596
+10,998
+6% +$1.18M 2.26% 13
2024
Q1 		$19.2M Buy
173,598
+16,948
+11% +$1.8M 2.32% 13
2023
Q4 		$17M Buy
156,650
+18,324
+13% +$1.77M 2.38% 12
2023
Q3 		$13M Buy
138,326
+19,707
+17% +$1.97M 2.08% 13
2023
Q2 		$11.8M Buy
118,619
+6,674
+6% +$635K 2.01% 13
2023
Q1 		$10.8M Buy
111,945
+6,963
+7% +$696K 2.06% 13
2022
Q4 		$9.94M Buy
104,982
+4,044
+4% +$388K 2.25% 11
2022
Q3 		$8.8M Sell
100,938
-8,193
-8% -$796K 2.15% 12
2022
Q2 		$10.1M Sell
109,131
-11,795
-10% -$1.17M 2.51% 8
2022
Q1 		$13M Buy
120,926
+17,218
+17% +$1.86M 2.8% 7
2021
Q4 		$11.9M Buy
103,708
+101,321
+4,245% +$11.5M 3.41% 7
2021
Q3 		$261K Buy
2,387
+395
+20% +$43.5K 0.08% 156
2021
Q2 		$225K Sell
1,992
-15
-0.7% -$1.67K 0.07% 160
2021
Q1 		$218K Buy
2,007
+184
+10% +$19.3K 0.06% 180
2020
Q4 		$168K Sell
1,823
-5,777
-76% -$475K 0.08% 166
2020
Q3 		$534K Buy
7,600
+6,896
+980% +$494K 0.14% 115
2020
Q2 		$48K Buy
+704
New +$44.4K 0.04% 226
2019
Q4 		$59K Buy
+702
New +$56.5K 0.06% 213

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

RMR Wealth Builders's IJR Position: Q2 2026 in Review

RMR Wealth Builders reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 28% in Q2 2026, selling an estimated $725K and leaving 13,572 shares worth $2.01M. The position accounts for 0.13% of the portfolio, ranked #87.

RMR Wealth Builders first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $30.2M in Q3 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • RMR Wealth Builders held 13,572 shares of iShares Core S&P Small-Cap ETF worth $2.01M as of Q2 2026.
  • RMR Wealth Builders sold 5,280 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $725K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of RMR Wealth Builders's portfolio in Q2 2026, its #87 holding.
  • RMR Wealth Builders first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's iShares Core S&P Small-Cap ETF position peaked at $30.2M in Q3 2025.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.