RAFFA WEALTH MANAGEMENT, LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$202K	Hold	1,360	–	–	0.03%	93
2026 Q1	$169K	Hold	1,360	–	–	0.03%	94
2025 Q4	$163K	Buy	1,360 +397	+41%	+$47.5K	0.03%	102
2025 Q3	$114K	Hold	963	–	–	0.02%	108
2025 Q2	$105K	Hold	963	–	–	0.02%	120
2025 Q1	$101K	Hold	963	–	–	0.02%	109
2024 Q4	$111K	Hold	963	–	–	0.03%	107
2024 Q3	$113K	Sell	963 -540	-36%	-$61K	0.03%	103
2024 Q2	$160K	Buy	1,503 +540	+56%	+$57.8K	0.05%	98
2024 Q1	$106K	Hold	963	–	–	0.03%	142
2023 Q4	$104K	Hold	963	–	–	0.03%	101
2023 Q3	$90.8K	Hold	963	–	–	0.03%	99
2023 Q2	$96K	Hold	963	–	–	0.03%	98
2023 Q1	$93.1K	Hold	963	–	–	0.03%	105
2022 Q4	$91.1K	Hold	963	–	–	0.04%	97
2022 Q3	$84K	Hold	963	–	–	0.04%	100
2022 Q2	$89K	Hold	963	–	–	0.04%	93
2022 Q1	$104K	Hold	963	–	–	0.04%	89
2021 Q4	$110K	Hold	963	–	–	0.04%	88
2021 Q3	$105K	Hold	963	–	–	0.04%	69
2021 Q2	$109K	Sell	963 -2,776	-74%	-$310K	0.04%	68
2021 Q1	$405K	Buy	3,739 +1,016	+37%	+$106K	0.14%	37
2020 Q4	$250K	Buy	2,723 +58	+2%	+$4.76K	0.09%	53
2020 Q3	$187K	Buy	2,665 +113	+4%	+$8.1K	0.07%	54
2020 Q2	$174K	Buy	2,552 +80	+3%	+$5.05K	0.07%	60
2020 Q1	$139K	Buy	2,472 +1,510	+157%	+$112K	0.05%	68
2019 Q4	$80.6K	Buy	962 +1	+0.1%	+$80	0.03%	105
2019 Q3	$74.8K	Buy	+961	New	+$74.4K	0.03%	106
2019 Q2	–	Sell	-958	Closed	-$73.9K	–	1037
2019 Q1	$73.9K	Buy	958 +3	+0.3%	+$230	0.03%	96
2018 Q4	$66.2K	Buy	955 +8	+0.8%	+$618	0.03%	113
2018 Q3	$82.6K	Buy	947 +3	+0.3%	+$263	0.03%	109
2018 Q2	$78.8K	Hold	944	–	–	0.03%	101
2018 Q1	$72.7K	Buy	944 +3	+0.3%	+$234	0.03%	97
2017 Q4	$72.3K	Buy	941 +6	+0.6%	+$452	0.03%	100
2017 Q3	$69.4K	Buy	935 +860	+1,147%	+$60.3K	0.03%	106
2017 Q2	$5.24K	Sell	75 -28	-27%	-$1.94K	﹤0.01%	230
2017 Q1	$7.11K	Sell	103 -427	-81%	-$29.4K	﹤0.01%	195
2016 Q4	$36.4K	Sell	530 -38	-7%	-$2.45K	0.02%	116
2016 Q3	$35.3K	Buy	568 +68	+14%	+$4.15K	0.02%	105
2016 Q2	$29.1K	Buy	500 +212	+74%	+$12.1K	0.02%	114
2016 Q1	$16.2K	Buy	288 +214	+289%	+$11.2K	0.01%	157
2015 Q4	$4.05K	Hold	74	–	–	﹤0.01%	220
2015 Q3	$3.91K	Hold	74	–	–	﹤0.01%	233
2015 Q2	$4.31K	Buy	74 +2	+3%	+$118	﹤0.01%	218
2015 Q1	$4.3K	Hold	72	–	–	﹤0.01%	210
2014 Q4	$4.14K	Hold	72	–	–	﹤0.01%	213
2014 Q3	$3.78K	Hold	72	–	–	﹤0.01%	218
2014 Q2	$4.05K	Hold	72	–	–	﹤0.01%	192
2014 Q1	$3.96K	Hold	72	–	–	﹤0.01%	190
2013 Q4	$4.14K	Buy	+72	New	+$3.76K	﹤0.01%	213

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IJR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,360 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #93.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. The position peaked at $405K in Q1 2021. 1,160 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,360 shares of iShares Core S&P Small-Cap ETF worth $202K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #93 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares Core S&P Small-Cap ETF position peaked at $405K in Q1 2021.
1,160 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.