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

TFC Financial 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
Q1 		$1.7M Buy
13,668
+863
+7% +$110K 0.21% 39
2025
Q4 		$1.54M Hold
12,805
– – 0.19% 39
2025
Q3 		$1.52M Sell
12,805
-318
-2% -$36.6K 0.19% 39
2025
Q2 		$1.43M Sell
13,123
-2,229
-15% -$230K 0.2% 39
2025
Q1 		$1.61M Buy
15,352
+5
+0% +$564 0.25% 33
2024
Q4 		$1.77M Buy
15,347
+231
+2% +$27.6K 0.28% 31
2024
Q3 		$1.77M Buy
15,116
+185
+1% +$20.9K 0.28% 29
2024
Q2 		$1.59M Sell
14,931
-226
-1% -$24.2K 0.28% 33
2024
Q1 		$1.68M Sell
15,157
-745
-5% -$79.1K 0.3% 31
2023
Q4 		$1.72M Buy
15,902
+13
+0.1% +$1.25K 0.35% 28
2023
Q3 		$1.5M Sell
15,889
-111
-0.7% -$11.1K 0.36% 25
2023
Q2 		$1.59M Buy
16,000
+68
+0.4% +$6.47K 0.39% 23
2023
Q1 		$1.54M Buy
15,932
+6,052
+61% +$605K 0.4% 25
2022
Q4 		$935K Buy
9,880
+195
+2% +$18.7K 0.27% 29
2022
Q3 		$844K Buy
9,685
+22
+0.2% +$2.14K 0.27% 28
2022
Q2 		$893K Sell
9,663
-107
-1% -$10.6K 0.27% 28
2022
Q1 		$1.05M Sell
9,770
-249
-2% -$26.9K 0.3% 26
2021
Q4 		$1.15M Sell
10,019
-400
-4% -$45.6K 0.35% 26
2021
Q3 		$1.14M Buy
10,419
+750
+8% +$82.6K 0.38% 24
2021
Q2 		$1.09M Hold
9,669
– – 0.37% 22
2021
Q1 		$1.05M Sell
9,669
-459
-5% -$48K 0.41% 22
2020
Q4 		$931K Sell
10,128
-1,008
-9% -$82.8K 0.39% 22
2020
Q3 		$782K Buy
+11,136
New +$798K 0.39% 21

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

TFC Financial Management's IJR Position: Q1 2026 in Review

TFC Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.7% in Q1 2026, buying an estimated $110K and bringing the position to 13,668 shares worth $1.7M. The position accounts for 0.21% of the portfolio, ranked #39.

TFC Financial Management first reported a position in IJR in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • TFC Financial Management held 13,668 shares of iShares Core S&P Small-Cap ETF worth $1.7M as of Q1 2026.
  • TFC Financial Management bought 863 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $110K.
  • iShares Core S&P Small-Cap ETF made up 0.21% of TFC Financial Management's portfolio in Q1 2026, its #39 holding.
  • TFC Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's iShares Core S&P Small-Cap ETF position peaked at $1.77M in Q4 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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