RVW Wealth
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
Q3 		$3.02M Buy
22,213
+4
+0% +$579 0.19% 53
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

RVW Wealth's IJR Position: Q3 2026 in Review

RVW Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q3 2026, buying an estimated $579 and bringing the position to 22,213 shares worth $3.02M. The position accounts for 0.19% of the portfolio, ranked #53.

RVW Wealth first reported a position in IJR in Q1 2019 and has held it in 31 quarters since. The position peaked at $37.7M in Q2 2019. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • RVW Wealth held 22,213 shares of iShares Core S&P Small-Cap ETF worth $3.02M as of Q3 2026.
  • RVW Wealth bought 4 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $579.
  • iShares Core S&P Small-Cap ETF made up 0.19% of RVW Wealth's portfolio in Q3 2026, its #53 holding.
  • RVW Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • RVW Wealth's iShares Core S&P Small-Cap ETF position peaked at $37.7M in Q2 2019.
  • 1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.