Thrive Wealth Management
IJR icon

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
Q3 		$2.31M Buy
16,948
+73
+0.4% +$10.6K 0.29% 41
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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Thrive Wealth Management's IJR Position: Q3 2026 in Review

Thrive Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.43% in Q3 2026, buying an estimated $10.6K and bringing the position to 16,948 shares worth $2.31M. The position accounts for 0.29% of the portfolio, ranked #41.

Thrive Wealth Management first reported a position in IJR in Q2 2022 and has held it in 18 quarters since. The position peaked at $10.1M in Q1 2023. 710 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Thrive Wealth Management held 16,948 shares of iShares Core S&P Small-Cap ETF worth $2.31M as of Q3 2026.
  • Thrive Wealth Management bought 73 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $10.6K.
  • iShares Core S&P Small-Cap ETF made up 0.29% of Thrive Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Thrive Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Thrive Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $10.1M in Q1 2023.
  • 710 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.