TL Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Other funds holding IJR
TL Private Wealth's IJR Position: Q3 2026 in Review
TL Private Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.6% in Q3 2026, buying an estimated $48K and bringing the position to 6,269 shares worth $862K. The position accounts for 0.31% of the portfolio, ranked #20.
TL Private Wealth first reported a position in IJR in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.57M in Q2 2022. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.
- TL Private Wealth held 6,269 shares of iShares Core S&P Small-Cap ETF worth $862K as of Q3 2026.
- TL Private Wealth bought 332 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $48K.
- iShares Core S&P Small-Cap ETF made up 0.31% of TL Private Wealth's portfolio in Q3 2026, its #20 holding.
- TL Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 13 quarters since.
- TL Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $1.57M in Q2 2022.
- 1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.
Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.