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TD Private Client Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

TD Private Client 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
Q2 		$15.2M Sell
102,219
-632
-0.6% -$86.7K 0.28% 55
2026
Q1 		$12.8M Sell
102,851
-13,963
-12% -$1.77M 0.27% 59
2025
Q4 		$14M Sell
116,814
-12,314
-10% -$1.47M 0.3% 55
2025
Q3 		$15.3M Sell
129,128
-9,519
-7% -$1.09M 0.35% 50
2025
Q2 		$15.2M Sell
138,647
-11,632
-8% -$1.2M 0.37% 46
2025
Q1 		$15.7M Buy
150,279
+961
+0.6% +$108K 0.43% 44
2024
Q4 		$17.2M Buy
149,318
+255
+0.2% +$30.5K 0.48% 41
2024
Q3 		$17.4M Sell
149,063
-4,257
-3% -$481K 0.5% 42
2024
Q2 		$16.4M Buy
153,320
+4,045
+3% +$433K 0.51% 41
2024
Q1 		$16.5M Buy
149,275
+6,334
+4% +$673K 0.54% 40
2023
Q4 		$15.5M Sell
142,941
-10,339
-7% -$996K 0.56% 37
2023
Q3 		$14.5M Buy
153,280
+1,972
+1% +$197K 0.63% 30
2023
Q2 		$15.1M Buy
151,308
+14,294
+10% +$1.36M 0.65% 28
2023
Q1 		$13.2M Buy
137,014
+10,505
+8% +$1.05M 0.59% 33
2022
Q4 		$12M Buy
126,509
+6,490
+5% +$622K 0.57% 37
2022
Q3 		$10.5M Buy
120,019
+2,033
+2% +$197K 0.54% 35
2022
Q2 		$10.9M Sell
117,986
-6,604
-5% -$657K 0.53% 34
2022
Q1 		$13.4M Buy
124,590
+10,217
+9% +$1.1M 0.57% 30
2021
Q4 		$13.1M Buy
114,373
+4,077
+4% +$465K 0.54% 33
2021
Q3 		$12M Buy
110,296
+23,612
+27% +$2.6M 0.51% 38
2021
Q2 		$9.79M Buy
86,684
+9,950
+13% +$1.11M 0.42% 49
2021
Q1 		$8.33M Sell
76,734
-7,676
-9% -$803K 0.39% 55
2020
Q4 		$7.76M Sell
84,410
-35,983
-30% -$2.96M 0.39% 53
2020
Q3 		$8.46M Sell
120,393
-104,694
-47% -$7.5M 0.47% 47
2020
Q2 		$15.4M Buy
225,087
+9,044
+4% +$571K 0.9% 17
2020
Q1 		$12.1M Buy
216,043
+11,497
+6% +$856K 0.87% 21
2019
Q4 		$17.2M Buy
+204,546
New +$16.5M 1.03% 15

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Private Client Wealth's IJR Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.61% in Q2 2026, selling an estimated $86.7K and leaving 102,219 shares worth $15.2M. The position accounts for 0.28% of the portfolio, ranked #55.

TD Private Client Wealth first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.4M in Q3 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • TD Private Client Wealth held 102,219 shares of iShares Core S&P Small-Cap ETF worth $15.2M as of Q2 2026.
  • TD Private Client Wealth sold 632 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $86.7K.
  • iShares Core S&P Small-Cap ETF made up 0.28% of TD Private Client Wealth's portfolio in Q2 2026, its #55 holding.
  • TD Private Client Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's iShares Core S&P Small-Cap ETF position peaked at $17.4M in Q3 2024.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.