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

Roberts Wealth 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	$2.7M	Sell	18,197 -1,408	-7%	-$193K	0.61%	48
2026 Q1	$2.44M	Buy	19,605 +1,834	+10%	+$233K	0.62%	49
2025 Q4	$2.14M	Sell	17,771 -638	-3%	-$76.3K	0.56%	52
2025 Q3	$2.19M	Sell	18,409 -385	-2%	-$44.3K	0.58%	53
2025 Q2	$2.05M	Hold	18,794	–	–	0.59%	54
2025 Q1	$1.97M	Sell	18,794 -2,594	-12%	-$293K	0.61%	54
2024 Q4	$2.5M	Buy	21,388 +1,552	+8%	+$185K	0.76%	45
2024 Q3	$2.27M	Sell	19,836 -347	-2%	-$39.2K	0.74%	44
2024 Q2	$2.13M	Buy	20,183 +2	+0%	+$214	0.73%	43
2024 Q1	$2.09M	Sell	20,181 -160	-0.8%	-$17K	0.78%	41
2023 Q4	$6.38M	Buy	20,341 +864	+4%	+$83.3K	0.99%	35
2023 Q3	$1.81M	Hold	19,477	–	–	0.8%	42
2023 Q2	$1.94M	Buy	19,477 +100	+0.5%	+$9.52K	0.85%	39
2023 Q1	$1.84M	Hold	19,377	–	–	0.84%	43
2022 Q4	$1.83M	Sell	19,377 -50	-0.3%	-$4.8K	0.88%	44
2022 Q3	$1.78M	Buy	19,427 +14	+0.1%	+$1.36K	0.88%	37
2022 Q2	$1.82M	Sell	19,413 -500	-3%	-$49.7K	0.79%	40
2022 Q1	$2.17M	Buy	19,913 +115	+0.6%	+$12.4K	0.85%	39
2021 Q4	$2.29M	Buy	19,798 +1,205	+6%	+$137K	0.83%	39
2021 Q3	$2.03M	Buy	+18,593	New	+$2.05M	0.8%	42

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

Roberts Wealth Advisors's IJR Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.2% in Q2 2026, selling an estimated $193K and leaving 18,197 shares worth $2.7M. The position accounts for 0.61% of the portfolio, ranked #48.

Roberts Wealth Advisors first reported a position in IJR in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.38M in Q4 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Roberts Wealth Advisors held 18,197 shares of iShares Core S&P Small-Cap ETF worth $2.7M as of Q2 2026.
Roberts Wealth Advisors sold 1,408 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $193K.
iShares Core S&P Small-Cap ETF made up 0.61% of Roberts Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Roberts Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
Roberts Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $6.38M in Q4 2023.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.