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

Rochester Wealth Strategies’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 		$10.7M Sell
72,390
-19,385
-21% -$2.66M 5.94% 7
2026
Q1 		$11.4M Buy
91,775
+406
+0.4% +$51.6K 6.92% 7
2025
Q4 		$11M Buy
91,369
+1,574
+2% +$188K 6.9% 7
2025
Q3 		$10.7M Buy
89,795
+1,304
+1% +$150K 6.98% 6
2025
Q2 		$9.67M Buy
88,491
+10,216
+13% +$1.06M 6.94% 6
2025
Q1 		$8.19M Buy
+78,275
New +$8.83M 6.5% 7

Other funds holding IJR

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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rochester Wealth Strategies's IJR Position: Q2 2026 in Review

Rochester Wealth Strategies reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 21% in Q2 2026, selling an estimated $2.66M and leaving 72,390 shares worth $10.7M. The position accounts for 5.94% of the portfolio, ranked #7.

Rochester Wealth Strategies first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.4M in Q1 2026. 949 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Rochester Wealth Strategies held 72,390 shares of iShares Core S&P Small-Cap ETF worth $10.7M as of Q2 2026.
  • Rochester Wealth Strategies sold 19,385 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.66M.
  • iShares Core S&P Small-Cap ETF made up 5.94% of Rochester Wealth Strategies's portfolio in Q2 2026, its #7 holding.
  • Rochester Wealth Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Rochester Wealth Strategies's iShares Core S&P Small-Cap ETF position peaked at $11.4M in Q1 2026.
  • 949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.