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

Thoroughbred Financial Services’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
Q3 		$2.86M Buy
21,019
+531
+3% +$76.8K 0.14% 139
2026
Q2 		$3.04M Sell
20,488
-233
-1% -$32K 0.15% 129
2026
Q1 		$2.58M Sell
20,721
-272
-1% -$34.6K 0.15% 125
2025
Q4 		$2.52M Sell
20,993
-538
-2% -$64.3K 0.15% 128
2025
Q3 		$2.56M Buy
21,531
+836
+4% +$96.1K 0.16% 132
2025
Q2 		$2.26M Sell
20,695
-5,996
-22% -$620K 0.16% 138
2025
Q1 		$2.79M Sell
26,691
-5,321
-17% -$600K 0.17% 127
2024
Q4 		$3.69M Buy
32,012
+153
+0.5% +$18.3K 0.23% 87
2024
Q3 		$3.73M Buy
31,859
+146
+0.5% +$16.5K 0.24% 82
2024
Q2 		$3.38M Buy
31,713
+5,988
+23% +$641K 0.23% 90
2024
Q1 		$2.84M Sell
25,725
-5,497
-18% -$584K 0.27% 81
2023
Q4 		$3.38M Buy
31,222
+308
+1% +$29.7K 0.27% 82
2023
Q3 		$2.92M Buy
30,914
+5,916
+24% +$591K 0.29% 77
2023
Q2 		$2.49M Buy
24,998
+97
+0.4% +$9.24K 0.33% 74
2023
Q1 		$2.41M Buy
24,901
+899
+4% +$89.9K 0.36% 71
2022
Q4 		$2.27M Buy
24,002
+699
+3% +$67K 0.37% 71
2022
Q3 		$2.03M Buy
23,303
+106
+0.5% +$10.3K 0.39% 68
2022
Q2 		$2.14M Buy
23,197
+901
+4% +$89.6K 0.39% 65
2022
Q1 		$2.4M Buy
22,296
+2,297
+11% +$248K 0.39% 60
2021
Q4 		$2.29M Buy
19,999
+2,931
+17% +$334K 0.48% 43
2021
Q3 		$1.86M Buy
17,068
+129
+0.8% +$14.2K 0.45% 50
2021
Q2 		$1.91M Buy
16,939
+590
+4% +$65.8K 0.48% 48
2021
Q1 		$1.77M Buy
16,349
+2,189
+15% +$229K 0.49% 50
2020
Q4 		$1.3M Buy
14,160
+599
+4% +$49.2K 0.4% 60
2020
Q3 		$952K Sell
13,561
-2,015
-13% -$144K 0.36% 72
2020
Q2 		$1.06M Sell
15,576
-9,576
-38% -$605K 0.44% 61
2020
Q1 		$1.41M Sell
25,152
-7,232
-22% -$539K 0.5% 53
2019
Q4 		$2.72M Buy
32,384
+4,103
+15% +$330K 0.9% 24
2019
Q3 		$2.2M Buy
+28,281
New +$2.19M 0.83% 27
2019
Q2 		– Sell
-25,840
Closed -$1.99M – 211
2019
Q1 		$1.99M Buy
+25,840
New +$1.98M 0.82% 29

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Thoroughbred Financial Services's IJR Position: Q3 2026 in Review

Thoroughbred Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q3 2026, buying an estimated $76.8K and bringing the position to 21,019 shares worth $2.86M. The position accounts for 0.14% of the portfolio, ranked #139.

Thoroughbred Financial Services first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.73M in Q3 2024. 2,462 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Thoroughbred Financial Services held 21,019 shares of iShares Core S&P Small-Cap ETF worth $2.86M as of Q3 2026.
  • Thoroughbred Financial Services bought 531 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $76.8K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Thoroughbred Financial Services's portfolio in Q3 2026, its #139 holding.
  • Thoroughbred Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Thoroughbred Financial Services's iShares Core S&P Small-Cap ETF position peaked at $3.73M in Q3 2024.
  • 2,462 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.