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

Tower View 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	$3.84K	Hold	28	–	–	﹤0.01%	176
2026 Q2	$4.17K	Buy	+28	New	+$3.84K	﹤0.01%	188
2025 Q2	–	Sell	-28	Closed	-$2.88K	–	200
2025 Q1	$2.88K	Buy	28 +1	+4%	+$113	﹤0.01%	170
2024 Q4	$3.16K	Hold	27	–	–	﹤0.01%	170
2024 Q3	$3.18K	Hold	27	–	–	﹤0.01%	178
2024 Q2	$2.89K	Hold	27	–	–	﹤0.01%	172
2024 Q1	$2.98K	Hold	27	–	–	﹤0.01%	179
2023 Q4	$3K	Hold	27	–	–	﹤0.01%	163
2023 Q3	$3K	Hold	27	–	–	﹤0.01%	160
2023 Q2	$3K	Hold	27	–	–	﹤0.01%	170
2023 Q1	$3K	Buy	27 +1	+4%	+$100	﹤0.01%	145
2022 Q4	$3K	Hold	26	–	–	﹤0.01%	148
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	154
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	149
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	172
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	179
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	211
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	163
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	174
2020 Q4	$2K	Buy	26 +9	+53%	+$739	﹤0.01%	167
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	152
2020 Q2	$1K	Buy	+17	New	+$1.07K	﹤0.01%	148

Other funds holding IJR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Tower View Wealth Management's IJR Position: Q3 2026 in Review

Tower View Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 28 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Tower View Wealth Management first reported a position in IJR in Q2 2020 and has held it in 22 quarters since. The position peaked at $4.17K in Q2 2026. 1,894 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Tower View Wealth Management held 28 shares of iShares Core S&P Small-Cap ETF worth $3.84K as of Q3 2026.
Tower View Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Tower View Wealth Management's portfolio in Q3 2026, its #176 holding.
Tower View Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 22 quarters since.
Tower View Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $4.17K in Q2 2026.
1,894 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.