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

Rockingstone 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 		$401K Hold
2,705
– – 0.16% 92
2026
Q1 		$336K Buy
2,705
+200
+8% +$25.4K 0.15% 97
2025
Q4 		$301K Buy
2,505
+30
+1% +$3.59K 0.14% 98
2025
Q3 		$294K Buy
2,475
+70
+3% +$8.05K 0.15% 96
2025
Q2 		$263K Hold
2,405
– – 0.14% 94
2025
Q1 		$251K Hold
2,405
– – 0.11% 95
2024
Q4 		$277K Buy
+2,405
New +$287K 0.12% 95

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

Rockingstone Advisors's IJR Position: Q2 2026 in Review

Rockingstone Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,705 shares worth $401K. The position accounts for 0.16% of the portfolio, ranked #92.

Rockingstone Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Rockingstone Advisors held 2,705 shares of iShares Core S&P Small-Cap ETF worth $401K as of Q2 2026.
  • Rockingstone Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Rockingstone Advisors's portfolio in Q2 2026, its #92 holding.
  • Rockingstone Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.