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

Intrua Financial’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	$4.14M	Buy	27,914 +9,765	+54%	+$1.34M	0.38%	47
2026 Q1	$2.26M	Sell	18,149 -303	-2%	-$38.5K	0.23%	84
2025 Q4	$2.22M	Sell	18,452 -478	-3%	-$57.2K	0.23%	81
2025 Q3	$2.25M	Sell	18,930 -1,797	-9%	-$207K	0.24%	78
2025 Q2	$2.27M	Sell	20,727 -7,597	-27%	-$785K	0.3%	62
2025 Q1	$2.96M	Buy	28,324 +7,744	+38%	+$874K	0.43%	48
2024 Q4	$2.37M	Sell	20,580 -516	-2%	-$61.6K	0.36%	51
2024 Q3	$2.47M	Sell	21,096 -236	-1%	-$26.7K	0.37%	53
2024 Q2	$2.28M	Sell	21,332 -1,755	-8%	-$188K	0.34%	59
2024 Q1	$2.55M	Sell	23,087 -1,039	-4%	-$110K	0.37%	58
2023 Q4	$2.61M	Sell	24,126 -986	-4%	-$95K	0.38%	60
2023 Q3	$2.37M	Sell	25,112 -1,188	-5%	-$119K	0.4%	59
2023 Q2	$2.62M	Sell	26,300 -887	-3%	-$84.5K	0.44%	55
2023 Q1	$2.5M	Sell	27,187 -2,913	-10%	-$291K	0.52%	45
2022 Q4	$2.97M	Sell	30,100 -9,230	-23%	-$885K	0.69%	34
2022 Q3	$3.43M	Sell	39,330 -1,166	-3%	-$113K	0.91%	24
2022 Q2	$3.74M	Sell	40,496 -4,567	-10%	-$454K	0.8%	26
2022 Q1	$4.86M	Sell	45,063 -3,977	-8%	-$429K	0.87%	26
2021 Q4	$5.62M	Sell	49,040 -1,113	-2%	-$127K	0.98%	24
2021 Q3	$5.57M	Buy	50,153 +1,000	+2%	+$110K	1.03%	21
2021 Q2	$5.53M	Sell	49,153 -6,720	-12%	-$750K	1.32%	16
2021 Q1	$6.25M	Buy	+55,873	New	+$5.85M	1.59%	11
2020 Q3	–	Sell	-11,944	Closed	-$902K	–	230
2020 Q2	$902K	Buy	+11,944	New	+$754K	0.34%	64

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Intrua Financial's IJR Position: Q2 2026 in Review

Intrua Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 54% in Q2 2026, buying an estimated $1.34M and bringing the position to 27,914 shares worth $4.14M. The position accounts for 0.38% of the portfolio, ranked #47.

Intrua Financial first reported a position in IJR in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.25M in Q1 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Intrua Financial held 27,914 shares of iShares Core S&P Small-Cap ETF worth $4.14M as of Q2 2026.
Intrua Financial bought 9,765 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.34M.
iShares Core S&P Small-Cap ETF made up 0.38% of Intrua Financial's portfolio in Q2 2026, its #47 holding.
Intrua Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 23 quarters since.
Intrua Financial's iShares Core S&P Small-Cap ETF position peaked at $6.25M in Q1 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.