IF
IJR icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intrua Financial's IJR Position: Q1 2026 in Review

Intrua Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q1 2026, selling an estimated $38.5K and leaving 18,149 shares worth $2.26M. The position accounts for 0.23% of the portfolio, ranked #84.

Intrua Financial first reported a position in IJR in Q2 2020 and has held it in 22 quarters since. The position peaked at $6.25M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Intrua Financial held 18,149 shares of iShares Core S&P Small-Cap ETF worth $2.26M as of Q1 2026.
  • Intrua Financial sold 303 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $38.5K.
  • iShares Core S&P Small-Cap ETF made up 0.23% of Intrua Financial's portfolio in Q1 2026, its #84 holding.
  • Intrua Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 22 quarters since.
  • Intrua Financial's iShares Core S&P Small-Cap ETF position peaked at $6.25M in Q1 2021.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.