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

TCV Trust & Wealth Management’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 		$1.42M Sell
9,544
-11
-0.1% -$1.51K 0.11% 93
2026
Q1 		$1.19M Sell
9,555
-890
-9% -$113K 0.1% 96
2025
Q4 		$1.26M Sell
10,445
-60
-0.6% -$7.18K 0.1% 91
2025
Q3 		$1.25M Sell
10,505
-35
-0.3% -$4.03K 0.1% 89
2025
Q2 		$1.15M Buy
10,540
+56
+0.5% +$5.79K 0.1% 92
2025
Q1 		$1.1M Sell
10,484
-46
-0.4% -$5.19K 0.1% 95
2024
Q4 		$1.21M Sell
10,530
-371
-3% -$44.3K 0.11% 88
2024
Q3 		$1.27M Sell
10,901
-217
-2% -$24.5K 0.11% 89
2024
Q2 		$1.19M Buy
11,118
+194
+2% +$20.8K 0.11% 93
2024
Q1 		$1.21M Sell
10,924
-2,784
-20% -$296K 0.12% 92
2023
Q4 		$1.48M Hold
13,708
– – 0.15% 82
2023
Q3 		$1.29M Sell
13,708
-31
-0.2% -$3.1K 0.14% 87
2023
Q2 		$1.37M Buy
13,739
+616
+5% +$58.7K 0.15% 86
2023
Q1 		$1.27M Sell
13,123
-221
-2% -$22.1K 0.14% 88
2022
Q4 		$1.26M Buy
13,344
+723
+6% +$69.3K 0.14% 90
2022
Q3 		$1.1M Buy
12,621
+462
+4% +$44.9K 0.14% 90
2022
Q2 		$1.12M Hold
12,159
– – 0.13% 94
2022
Q1 		$1.31M Sell
12,159
-25
-0.2% -$2.7K 0.14% 97
2021
Q4 		$1.4M Buy
12,184
+225
+2% +$25.6K 0.14% 96
2021
Q3 		$1.31M Sell
11,959
-135
-1% -$14.9K 0.14% 94
2021
Q2 		$1.36M Sell
12,094
-25
-0.2% -$2.79K 0.15% 96
2021
Q1 		$1.32M Sell
12,119
-224
-2% -$23.4K 0.15% 93
2020
Q4 		$1.13M Hold
12,343
– – 0.14% 96
2020
Q3 		$867K Buy
12,343
+107
+0.9% +$7.67K 0.12% 103
2020
Q2 		$836K Hold
12,236
– – 0.12% 101
2020
Q1 		$687K Buy
12,236
+365
+3% +$27.2K 0.11% 97
2019
Q4 		$995K Buy
11,871
+63
+0.5% +$5.07K 0.12% 98
2019
Q3 		$919K Hold
11,808
– – 0.12% 98
2019
Q2 		$925K Sell
11,808
-550
-4% -$42.7K 0.12% 99
2019
Q1 		$954K Buy
12,358
+100
+0.8% +$7.68K 0.13% 99
2018
Q4 		$850K Hold
12,258
– – 0.12% 106
2018
Q3 		$1.07M Hold
12,258
– – 0.14% 103
2018
Q2 		$1.02M Hold
12,258
– – 0.14% 100
2018
Q1 		$944K Buy
12,258
+212
+2% +$16.5K 0.14% 102
2017
Q4 		$925K Buy
12,046
+266
+2% +$20.1K 0.13% 106
2017
Q3 		$874K Buy
11,780
+810
+7% +$56.8K 0.13% 104
2017
Q2 		$770K Sell
10,970
-400
-4% -$27.7K 0.12% 110
2017
Q1 		$786K Hold
11,370
– – 0.12% 108
2016
Q4 		$782K Buy
11,370
+270
+2% +$17.4K 0.13% 108
2016
Q3 		$689K Hold
11,100
– – 0.12% 105
2016
Q2 		$645K Hold
11,100
– – 0.11% 107
2016
Q1 		$625K Hold
11,100
– – 0.11% 106
2015
Q4 		$611K Hold
11,100
– – 0.11% 108
2015
Q3 		$591K Hold
11,100
– – 0.11% 115
2015
Q2 		$654K Hold
11,100
– – 0.11% 113
2015
Q1 		$655K Hold
11,100
– – 0.11% 115
2014
Q4 		$633K Sell
11,100
-208
-2% -$11.4K 0.1% 115
2014
Q3 		$589K Hold
11,308
– – 0.1% 118
2014
Q2 		$634K Sell
11,308
-400
-3% -$21.6K 0.1% 119
2014
Q1 		$645K Hold
11,708
– – 0.11% 117
2013
Q4 		$639K Hold
11,708
– – 0.11% 118
2013
Q3 		$584K Hold
11,708
– – 0.11% 112
2013
Q2 		$529K Buy
+11,708
New +$518K 0.11% 111

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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

TCV Trust & Wealth Management's IJR Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q2 2026, selling an estimated $1.51K and leaving 9,544 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #93.

TCV Trust & Wealth Management first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.48M in Q4 2023. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • TCV Trust & Wealth Management held 9,544 shares of iShares Core S&P Small-Cap ETF worth $1.42M as of Q2 2026.
  • TCV Trust & Wealth Management sold 11 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.51K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #93 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.48M in Q4 2023.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.