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

Robertson Stephens Wealth Management’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 		$18.6M Sell
125,562
-11,370
-8% -$1.56M 0.46% 38
2026
Q1 		$17M Buy
136,932
+47,737
+54% +$6.06M 0.48% 38
2025
Q4 		$10.7M Buy
89,195
+912
+1% +$109K 0.28% 68
2025
Q3 		$10.5M Buy
88,283
+10,988
+14% +$1.26M 0.32% 58
2025
Q2 		$8.45M Buy
77,295
+4,390
+6% +$454K 0.27% 70
2025
Q1 		$7.62M Sell
72,905
-40,076
-35% -$4.52M 0.26% 73
2024
Q4 		$13M Buy
112,981
+80,315
+246% +$9.6M 0.46% 44
2024
Q3 		$3.82M Buy
32,666
+15,973
+96% +$1.8M 0.14% 136
2024
Q2 		$1.78M Sell
16,693
-21,013
-56% -$2.25M 0.09% 160
2024
Q1 		$4.17M Buy
37,706
+7,413
+24% +$787K 0.22% 84
2023
Q4 		$3.28M Sell
30,293
-155,802
-84% -$15M 0.2% 93
2023
Q3 		$17.6M Buy
186,095
+11,803
+7% +$1.18M 1.19% 17
2023
Q2 		$17.4M Sell
174,292
-78,050
-31% -$7.43M 1.23% 17
2023
Q1 		$24.4M Buy
252,342
+144,133
+133% +$14.4M 1.88% 9
2022
Q4 		$10.2M Buy
108,209
+15,027
+16% +$1.44M 1% 19
2022
Q3 		$8.12M Buy
93,182
+198
+0.2% +$19.2K 0.85% 26
2022
Q2 		$8.59M Sell
92,984
-119,725
-56% -$11.9M 0.81% 29
2022
Q1 		$22.9M Buy
212,709
+122,108
+135% +$13.2M 1.93% 10
2021
Q4 		$10.4M Sell
90,601
-35,038
-28% -$3.99M 0.87% 23
2021
Q3 		$13.7M Sell
125,639
-1,141
-0.9% -$126K 1.55% 14
2021
Q2 		$14.3M Sell
126,780
-23,733
-16% -$2.65M 1.72% 13
2021
Q1 		$16.3M Buy
150,513
+82,496
+121% +$8.64M 2.61% 8
2020
Q4 		$6.25M Buy
68,017
+38,831
+133% +$3.19M 1.31% 18
2020
Q3 		$2.05M Buy
29,186
+14,655
+101% +$1.05M 0.5% 41
2020
Q2 		$992K Sell
14,531
-20,948
-59% -$1.32M 0.29% 70
2020
Q1 		$1.99M Sell
35,479
-3,993
-10% -$297K 0.68% 39
2019
Q4 		$3.31M Sell
39,472
-55,055
-58% -$4.43M 1.67% 15
2019
Q3 		$7.36M Buy
94,527
+49,210
+109% +$3.81M 3.72% 7
2019
Q2 		$3.55M Buy
45,317
+1,846
+4% +$143K 3.45% 9
2019
Q1 		$3.35M Buy
43,471
+11,039
+34% +$848K 2.87% 13
2018
Q4 		$2.25M Buy
+32,432
New +$2.51M 2.25% 13

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

Robertson Stephens Wealth Management's IJR Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.3% in Q2 2026, selling an estimated $1.56M and leaving 125,562 shares worth $18.6M. The position accounts for 0.46% of the portfolio, ranked #38.

Robertson Stephens Wealth Management first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.4M in Q1 2023. 1,438 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Robertson Stephens Wealth Management held 125,562 shares of iShares Core S&P Small-Cap ETF worth $18.6M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 11,370 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.56M.
  • iShares Core S&P Small-Cap ETF made up 0.46% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $24.4M in Q1 2023.
  • 1,438 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.