TCMP
IJR icon

Thrive Capital Management (Pennsylvania)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$265K Buy
+1,787
New +$245K 0.05% 153
2022
Q2 		– Sell
-2,636
Closed -$284K – 109
2022
Q1 		$284K Buy
2,636
+128
+5% +$13.8K 0.17% 76
2021
Q4 		$287K Buy
+2,508
New +$286K 0.19% 86
2021
Q2 		– Sell
-2,642
Closed -$287K – 114
2021
Q1 		$287K Buy
+2,642
New +$277K 0.27% 93

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 22.9% 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

Thrive Capital Management (Pennsylvania)'s IJR Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,787 shares worth $265K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings. This is a return to the name: Thrive Capital Management (Pennsylvania) previously reported a position in IJR as recently as Q1 2022.

Thrive Capital Management (Pennsylvania) first reported a position in IJR in Q1 2021 and has held it in 4 quarters since. The position peaked at $287K in Q4 2021. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 1,787 shares of iShares Core S&P Small-Cap ETF worth $265K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Thrive Capital Management (Pennsylvania) position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #153 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 4 quarters since.
  • Thrive Capital Management (Pennsylvania)'s iShares Core S&P Small-Cap ETF position peaked at $287K in Q4 2021.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.