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

Royal Fund 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	$18.8M	Buy	+126,760	New	+$17.4M	1.57%	8
2025 Q1	–	Sell	-70,839	Closed	-$8.16M	–	343
2024 Q4	$8.16M	Sell	70,839 -97,080	-58%	-$11.6M	0.76%	31
2024 Q3	$19.6M	Buy	+167,919	New	+$19M	1.17%	15
2020 Q2	–	Sell	-463	Closed	-$25K	–	335
2020 Q1	$25K	Buy	463 +6	+1%	+$447	0.01%	276
2019 Q4	$38K	Buy	457 +13	+3%	+$1.05K	0.01%	269
2019 Q3	$34K	Sell	444 -27	-6%	-$2.09K	0.01%	266
2019 Q2	$36K	Buy	471 +27	+6%	+$2.1K	0.01%	258
2019 Q1	$34K	Sell	444 -48	-10%	-$3.69K	0.01%	239
2018 Q4	$34K	Buy	492 +48	+11%	+$3.71K	0.01%	218
2018 Q3	$38K	Sell	444 -286	-39%	-$25.1K	0.01%	211
2018 Q2	$60K	Buy	730 +286	+64%	+$23.3K	0.02%	182
2018 Q1	$34K	Sell	444 -1	-0.2%	-$78	0.01%	230
2017 Q4	$34K	Buy	445 +79	+22%	+$5.96K	0.01%	237
2017 Q3	$27K	Buy	+366	New	+$25.6K	0.01%	217

Other funds holding IJR

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 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Royal Fund Management's IJR Position: Q2 2026 in Review

Royal Fund Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 126,760 shares worth $18.8M. The stake represents 1.57% of the portfolio and ranks #8 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in IJR as recently as Q4 2024.

Royal Fund Management first reported a position in IJR in Q3 2017 and has held it in 14 quarters since. The position peaked at $19.6M in Q3 2024. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Royal Fund Management held 126,760 shares of iShares Core S&P Small-Cap ETF worth $18.8M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Royal Fund Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 1.57% of Royal Fund Management's portfolio in Q2 2026, its #8 holding.
Royal Fund Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and has held it in 14 quarters since.
Royal Fund Management's iShares Core S&P Small-Cap ETF position peaked at $19.6M in Q3 2024.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.