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Tennessee Valley Asset Management Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Tennessee Valley Asset Management Partners’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 		$1.39M Buy
11,151
+1,394
+14% +$177K 0.18% 70
2025
Q4 		$1.17M Sell
9,757
-1,099
-10% -$131K 0.15% 75
2025
Q3 		$1.29M Buy
+10,856
New +$1.25M 0.18% 71
2025
Q2 		– Sell
-6,141
Closed -$642K – 115
2025
Q1 		$642K Buy
6,141
+574
+10% +$64.8K 0.1% 89
2024
Q4 		$641K Sell
5,567
-1,153
-17% -$138K 0.11% 83
2024
Q3 		$784K Buy
6,720
+365
+6% +$41.2K 0.13% 75
2024
Q2 		$678K Sell
6,355
-259
-4% -$27.7K 0.13% 77
2024
Q1 		$731K Sell
6,614
-35,480
-84% -$3.77M 0.18% 62
2023
Q4 		$4.56M Buy
42,094
+21,328
+103% +$2.06M 0.62% 27
2023
Q3 		$1.96M Buy
20,766
+70
+0.3% +$6.99K 0.64% 26
2023
Q2 		$2.06M Sell
20,696
-87
-0.4% -$8.28K 0.66% 24
2023
Q1 		$2.01M Sell
20,783
-633
-3% -$63.3K 0.65% 22
2022
Q4 		$2.03M Sell
21,416
-24,366
-53% -$2.34M 0.7% 22
2022
Q3 		$3.99M Sell
45,782
-10,029
-18% -$974K 1.57% 11
2022
Q2 		$5.16M Buy
55,811
+2,570
+5% +$256K 1.98% 9
2022
Q1 		$5.74M Buy
53,241
+1,485
+3% +$160K 1.94% 9
2021
Q4 		$5.93M Buy
51,756
+3,002
+6% +$342K 1.98% 9
2021
Q3 		$5.32M Buy
48,754
+3,611
+8% +$398K 2.02% 9
2021
Q2 		$5K Sell
45,143
-41,177
-48% -$4.59M 2.37% 9
2021
Q1 		$9.37M Buy
86,320
+2,665
+3% +$279K 2.37% 9
2020
Q4 		$7.69M Buy
83,655
+46,593
+126% +$3.83M 1.86% 9
2020
Q3 		$2.6M Buy
37,062
+13,420
+57% +$962K 1.53% 12
2020
Q2 		$1.61M Buy
23,642
+3,230
+16% +$204K 1.05% 17
2020
Q1 		$1.15M Buy
20,412
+617
+3% +$46K 0.86% 18
2019
Q4 		$1.66M Buy
19,795
+577
+3% +$46.4K 1.05% 17
2019
Q3 		$1.5M Buy
19,218
+951
+5% +$73.6K 1.09% 16
2019
Q2 		$1.43M Sell
18,267
-21,191
-54% -$1.65M 1.08% 17
2019
Q1 		$3.04M Buy
39,458
+3,122
+9% +$240K 2.63% 11
2018
Q4 		$2.52M Buy
+36,336
New +$2.81M 2.88% 9

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

Tennessee Valley Asset Management Partners's IJR Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q1 2026, buying an estimated $177K and bringing the position to 11,151 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #70.

Tennessee Valley Asset Management Partners first reported a position in IJR in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.37M in Q1 2021. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 11,151 shares of iShares Core S&P Small-Cap ETF worth $1.39M as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 1,394 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $177K.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #70 holding.
  • Tennessee Valley Asset Management Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • Tennessee Valley Asset Management Partners's iShares Core S&P Small-Cap ETF position peaked at $9.37M in Q1 2021.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.