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

Thrive 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	$2.5M	Buy	16,875 +258	+2%	+$35.4K	0.32%	37
2026 Q1	$2.07M	Buy	16,617 +3	+0%	+$381	0.31%	40
2025 Q4	$2M	Buy	16,614 +553	+3%	+$66.1K	0.29%	40
2025 Q3	$1.91M	Buy	16,061 +993	+7%	+$114K	0.29%	41
2025 Q2	$1.65M	Buy	15,068 +1,746	+13%	+$180K	0.27%	46
2025 Q1	$1.39M	Buy	13,322 +145	+1%	+$16.4K	0.27%	43
2024 Q4	$1.52M	Sell	13,177 -1,113	-8%	-$133K	0.27%	43
2024 Q3	$1.67M	Buy	14,290 +754	+6%	+$85.2K	0.31%	39
2024 Q2	$1.44M	Buy	13,536 +129	+1%	+$13.8K	0.28%	42
2024 Q1	$1.48M	Sell	13,407 -1,042	-7%	-$111K	0.31%	39
2023 Q4	$1.56M	Buy	14,449 +171	+1%	+$16.5K	0.35%	36
2023 Q3	$1.35M	Sell	14,278 -407	-3%	-$40.7K	0.36%	38
2023 Q2	$1.46M	Sell	14,685 -89,314	-86%	-$8.5M	0.38%	29
2023 Q1	$10.1M	Buy	103,999 +9,761	+10%	+$976K	2.58%	5
2022 Q4	$8.92M	Buy	94,238 +91,798	+3,762%	+$8.8M	2.55%	4
2022 Q3	$213K	Buy	2,440 +220	+10%	+$21.4K	0.07%	137
2022 Q2	$205K	Buy	+2,220	New	+$221K	0.07%	141

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Thrive Wealth Management's IJR Position: Q2 2026 in Review

Thrive Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, buying an estimated $35.4K and bringing the position to 16,875 shares worth $2.5M. The position accounts for 0.32% of the portfolio, ranked #37.

Thrive Wealth Management first reported a position in IJR in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.1M in Q1 2023. 521 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Thrive Wealth Management held 16,875 shares of iShares Core S&P Small-Cap ETF worth $2.5M as of Q2 2026.
Thrive Wealth Management bought 258 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $35.4K.
iShares Core S&P Small-Cap ETF made up 0.32% of Thrive Wealth Management's portfolio in Q2 2026, its #37 holding.
Thrive Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Thrive Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $10.1M in Q1 2023.
521 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.