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

Rockwood 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 		$2.29M Buy
15,471
+327
+2% +$44.9K 0.15% 29
2026
Q1 		$1.88M Sell
15,144
-59
-0.4% -$7.5K 0.13% 29
2025
Q4 		$1.83M Buy
15,203
+59
+0.4% +$7.06K 0.14% 29
2025
Q3 		$1.8M Hold
15,144
– – 0.14% 28
2025
Q2 		$1.66M Sell
15,144
-896
-6% -$92.6K 0.15% 27
2025
Q1 		$1.68M Sell
16,040
-1,505
-9% -$170K 0.17% 28
2024
Q4 		$2.02M Buy
17,545
+685
+4% +$81.8K 0.22% 26
2024
Q3 		$1.97M Buy
16,860
+1,578
+10% +$178K 0.22% 25
2024
Q2 		$1.63M Buy
15,282
+439
+3% +$47K 0.2% 29
2024
Q1 		$1.64M Buy
14,843
+706
+5% +$75K 0.21% 25
2023
Q4 		$1.53M Buy
14,137
+1,428
+11% +$138K 0.22% 26
2023
Q3 		$1.2M Buy
12,709
+227
+2% +$22.7K 0.2% 25
2023
Q2 		$1.24M Buy
12,482
+6,035
+94% +$575K 0.21% 27
2023
Q1 		$623K Sell
6,447
-339
-5% -$33.9K 0.12% 37
2022
Q4 		$642K Sell
6,786
-109
-2% -$10.5K 0.15% 35
2022
Q3 		$601K Sell
6,895
-12
-0.2% -$1.17K 0.19% 31
2022
Q2 		$638K Sell
6,907
-650
-9% -$64.6K 0.3% 27
2022
Q1 		$815K Buy
7,557
+115
+2% +$12.4K 0.39% 23
2021
Q4 		$852K Buy
+7,442
New +$848K 0.38% 29

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

Rockwood Wealth Management's IJR Position: Q2 2026 in Review

Rockwood Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q2 2026, buying an estimated $44.9K and bringing the position to 15,471 shares worth $2.29M. The position accounts for 0.15% of the portfolio, ranked #29.

Rockwood Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Rockwood Wealth Management held 15,471 shares of iShares Core S&P Small-Cap ETF worth $2.29M as of Q2 2026.
  • Rockwood Wealth Management bought 327 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $44.9K.
  • iShares Core S&P Small-Cap ETF made up 0.15% of Rockwood Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Rockwood Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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