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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Towerpoint Wealth's IJR Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, selling an estimated $66.3K and leaving 3,032 shares worth $450K. The position accounts for 0.16% of the portfolio, ranked #74.

Towerpoint Wealth first reported a position in IJR in Q3 2019 and has held it in 21 quarters since. 1,265 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Towerpoint Wealth held 3,032 shares of iShares Core S&P Small-Cap ETF worth $450K as of Q2 2026.
Towerpoint Wealth sold 483 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $66.3K.
iShares Core S&P Small-Cap ETF made up 0.16% of Towerpoint Wealth's portfolio in Q2 2026, its #74 holding.
Towerpoint Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 21 quarters since.
1,265 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.