TCTWM
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Three Cord True Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Three Cord True 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 		$228K Buy
+1,540
New +$211K 0.11% 38
2025
Q1 		– Sell
-1,794
Closed -$207K – 28
2024
Q4 		$207K Buy
+1,794
New +$214K 0.18% 26

Other funds holding IJR

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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Three Cord True Wealth Management's IJR Position: Q2 2026 in Review

Three Cord True Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,540 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #38 among its holdings. This is a return to the name: Three Cord True Wealth Management previously reported a position in IJR as recently as Q4 2024.

Three Cord True Wealth Management first reported a position in IJR in Q4 2024 and has held it in 2 quarters since. 982 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Three Cord True Wealth Management held 1,540 shares of iShares Core S&P Small-Cap ETF worth $228K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Three Cord True Wealth Management position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Three Cord True Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Three Cord True Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 982 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Three Cord True Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.