RW
IJR icon

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

RVW Wealth’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 		$3.29M Sell
22,209
-120
-0.5% -$16.5K 0.22% 51
2026
Q1 		$2.78M Buy
22,329
+1
+0% +$127 0.22% 51
2025
Q4 		$2.68M Sell
22,328
-164
-0.7% -$19.6K 0.2% 50
2025
Q3 		$2.67M Buy
22,492
+122
+0.5% +$14K 0.21% 50
2025
Q2 		$2.44M Sell
22,370
-437
-2% -$45.2K 0.21% 50
2025
Q1 		$2.38M Sell
22,807
-6,954
-23% -$785K 0.22% 48
2024
Q4 		$3.43M Sell
29,761
-1,008
-3% -$120K 0.32% 42
2024
Q3 		$3.6M Sell
30,769
-350
-1% -$39.5K 0.33% 42
2024
Q2 		$3.32M Sell
31,119
-229
-0.7% -$24.5K 0.33% 43
2024
Q1 		$3.46M Sell
31,348
-356
-1% -$37.8K 0.36% 43
2023
Q4 		$3.43M Sell
31,704
-1,720
-5% -$166K 0.38% 43
2023
Q3 		$3.15M Sell
33,424
-1,451
-4% -$145K 0.38% 41
2023
Q2 		$3.48M Sell
34,875
-6,800
-16% -$647K 0.41% 41
2023
Q1 		$4.03M Sell
41,675
-448
-1% -$44.8K 0.5% 40
2022
Q4 		$3.99M Buy
42,123
+953
+2% +$91.4K 0.51% 37
2022
Q3 		$3.59M Buy
41,170
+3,035
+8% +$295K 0.5% 41
2022
Q2 		$3.52M Buy
38,135
+2,381
+7% +$237K 0.47% 40
2022
Q1 		$3.86M Sell
35,754
-84
-0.2% -$9.06K 0.45% 42
2021
Q4 		$4.1M Buy
35,838
+2,109
+6% +$240K 0.46% 41
2021
Q3 		$4M Sell
33,729
-3,434
-9% -$378K 0.48% 37
2021
Q2 		$4M Sell
37,163
-79
-0.2% -$8.81K 0.5% 36
2021
Q1 		$4M Sell
37,242
-6,268
-14% -$656K 0.52% 37
2020
Q4 		$4M Sell
43,510
-397
-0.9% -$32.6K 0.59% 37
2020
Q3 		$3.08M Sell
43,907
-111
-0.3% -$7.96K 0.52% 40
2020
Q2 		$3.01M Sell
44,018
-162,523
-79% -$10.3M 0.55% 40
2020
Q1 		$11.6M Sell
206,541
-233,113
-53% -$17.4M 2.71% 10
2019
Q4 		$36.9M Buy
439,654
+9,178
+2% +$738K 8.06% 1
2019
Q3 		$33.5M Sell
430,476
-51,532
-11% -$3.99M 7.97% 1
2019
Q2 		$37.7M Buy
482,008
+24,001
+5% +$1.86M 8.99% 1
2019
Q1 		$35.3M Buy
+458,007
New +$35.2M 9.02% 1

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

RVW Wealth's IJR Position: Q2 2026 in Review

RVW Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.54% in Q2 2026, selling an estimated $16.5K and leaving 22,209 shares worth $3.29M. The position accounts for 0.22% of the portfolio, ranked #51.

RVW Wealth first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $37.7M in Q2 2019. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • RVW Wealth held 22,209 shares of iShares Core S&P Small-Cap ETF worth $3.29M as of Q2 2026.
  • RVW Wealth sold 120 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of RVW Wealth's portfolio in Q2 2026, its #51 holding.
  • RVW Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • RVW Wealth's iShares Core S&P Small-Cap ETF position peaked at $37.7M in Q2 2019.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.