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

RTD Financial 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	$40.3M	Sell	271,427 -10,091	-4%	-$1.38M	4.39%	5
2026 Q1	$35M	Sell	281,518 -3,582	-1%	-$455K	4.3%	5
2025 Q4	$34.3M	Sell	285,100 -2,571	-0.9%	-$307K	4.18%	6
2025 Q3	$34.2M	Buy	287,671 +14,136	+5%	+$1.63M	4.11%	7
2025 Q2	$29.9M	Sell	273,535 -2,060	-0.7%	-$213K	3.83%	8
2025 Q1	$28.8M	Buy	275,595 +148	+0.1%	+$16.7K	3.87%	8
2024 Q4	$31.7M	Buy	275,447 +3,401	+1%	+$406K	4.07%	8
2024 Q3	$31.8M	Buy	272,046 +6,155	+2%	+$695K	4.03%	7
2024 Q2	$28.4M	Buy	265,891 +9,610	+4%	+$1.03M	3.81%	8
2024 Q1	$28.3M	Buy	256,281 +1,081	+0.4%	+$115K	3.81%	8
2023 Q4	$27.6M	Buy	255,200 +139	+0.1%	+$13.4K	3.88%	8
2023 Q3	$24.1M	Sell	255,061 -1,090	-0.4%	-$109K	3.67%	8
2023 Q2	$25.5M	Buy	256,151 +14,441	+6%	+$1.38M	3.71%	8
2023 Q1	$23.4M	Sell	241,710 -811	-0.3%	-$81.1K	3.61%	8
2022 Q4	$23M	Sell	242,521 -1,114	-0.5%	-$107K	3.74%	8
2022 Q3	$21.2M	Sell	243,635 -10,734	-4%	-$1.04M	3.91%	7
2022 Q2	$23.5M	Sell	254,369 -3,299	-1%	-$328K	3.61%	7
2022 Q1	$27.8M	Buy	257,668 +9,569	+4%	+$1.03M	3.75%	6
2021 Q4	$28.4M	Buy	+248,099	New	+$28.3M	3.72%	7

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 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

RTD Financial Advisors's IJR Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.6% in Q2 2026, selling an estimated $1.38M and leaving 271,427 shares worth $40.3M. The position accounts for 4.39% of the portfolio, ranked #5.

RTD Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,236 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

RTD Financial Advisors held 271,427 shares of iShares Core S&P Small-Cap ETF worth $40.3M as of Q2 2026.
RTD Financial Advisors sold 10,091 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.38M.
iShares Core S&P Small-Cap ETF made up 4.39% of RTD Financial Advisors's portfolio in Q2 2026, its #5 holding.
RTD Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,236 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.