Ruggaard & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ruggaard & Associates’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 Q1	–	Sell	-2,162	Closed	-$260K	–	123
2025 Q4	$260K	Sell	2,162 -86	-4%	-$10.3K	0.1%	106
2025 Q3	$267K	Hold	2,248	–	–	0.1%	104
2025 Q2	$246K	Sell	2,248 -2,417	-52%	-$250K	0.1%	103
2025 Q1	$488K	Sell	4,665 -9	-0.2%	-$1.02K	0.21%	63
2024 Q4	$539K	Sell	4,674 -163	-3%	-$19.5K	0.24%	59
2024 Q3	$566K	Sell	4,837 -400	-8%	-$45.2K	0.25%	57
2024 Q2	$559K	Sell	5,237 -250	-5%	-$26.7K	0.26%	60
2024 Q1	$606K	Hold	5,487	–	–	0.29%	49
2023 Q4	$594K	Sell	5,487 -250	-4%	-$24.1K	0.31%	48
2023 Q3	$541K	Hold	5,737	–	–	0.32%	45
2023 Q2	$572K	Sell	5,737 -100	-2%	-$9.52K	0.33%	46
2023 Q1	$564K	Buy	+5,837	New	+$584K	0.35%	42

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ruggaard & Associates's IJR Position: Q1 2026 in Review

Ruggaard & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 2,162 shares — an estimated $260K sold.

Ruggaard & Associates first reported a position in IJR in Q1 2023 and held it in 12 quarters. The position peaked at $606K in Q1 2024. 2,757 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Ruggaard & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Ruggaard & Associates sold 2,162 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $260K.
Ruggaard & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and held it in 12 quarters.
Ruggaard & Associates's iShares Core S&P Small-Cap ETF position peaked at $606K in Q1 2024.
2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.