Towerpoint Wealth
IJR icon

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

Towerpoint Wealth’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 		$407K Sell
2,995
-37
-1% -$5.35K 0.14% 78
2026
Q2 		$450K Sell
3,032
-483
-14% -$66.3K 0.16% 74
2026
Q1 		$437K Buy
3,515
+514
+17% +$65.3K 0.18% 64
2025
Q4 		$361K Sell
3,001
-77
-3% -$9.21K 0.14% 67
2025
Q3 		$366K Buy
3,078
+151
+5% +$17.4K 0.15% 65
2025
Q2 		$320K Buy
2,927
+528
+22% +$54.6K 0.14% 69
2025
Q1 		$251K Buy
2,399
+12
+0.5% +$1.35K 0.12% 72
2024
Q4 		$275K Sell
2,387
-58
-2% -$6.93K 0.13% 69
2024
Q3 		$286K Buy
2,445
+560
+30% +$63.3K 0.14% 69
2024
Q2 		$201K Buy
1,885
+6
+0.3% +$642 0.1% 80
2024
Q1 		$208K Sell
1,879
-27
-1% -$2.87K 0.1% 78
2023
Q4 		$206K Buy
+1,906
New +$184K 0.11% 78
2023
Q1 		– Sell
-3,210
Closed -$304K – 82
2022
Q4 		$304K Buy
3,210
+14
+0.4% +$1.34K 0.18% 66
2022
Q3 		$279K Buy
3,196
+94
+3% +$9.13K 0.17% 68
2022
Q2 		$287K Sell
3,102
-110
-3% -$10.9K 0.17% 72
2022
Q1 		$346K Buy
3,212
+162
+5% +$17.5K 0.17% 62
2021
Q4 		$349K Buy
3,050
+17
+0.6% +$1.94K 0.17% 63
2021
Q3 		$331K Hold
3,033
– – 0.16% 57
2021
Q2 		$343K Sell
3,033
-318
-9% -$35.5K 0.17% 58
2021
Q1 		$364K Sell
3,351
-155
-4% -$16.2K 0.17% 58
2020
Q4 		$322K Buy
+3,506
New +$288K 0.16% 55
2019
Q4 		– Sell
-2,096
Closed -$163K – 68
2019
Q3 		$163K Buy
+2,096
New +$162K 0.11% 48

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Towerpoint Wealth's IJR Position: Q3 2026 in Review

Towerpoint Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q3 2026, selling an estimated $5.35K and leaving 2,995 shares worth $407K. The position accounts for 0.14% of the portfolio, ranked #78.

Towerpoint Wealth first reported a position in IJR in Q3 2019 and has held it in 22 quarters since. The position peaked at $450K in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Towerpoint Wealth held 2,995 shares of iShares Core S&P Small-Cap ETF worth $407K as of Q3 2026.
  • Towerpoint Wealth sold 37 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $5.35K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Towerpoint Wealth's portfolio in Q3 2026, its #78 holding.
  • Towerpoint Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 22 quarters since.
  • Towerpoint Wealth's iShares Core S&P Small-Cap ETF position peaked at $450K in Q2 2026.
  • 1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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