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

Trellis Wealth Advisors’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	$216K	Buy	+1,454	New	+$200K	0.07%	47
2023 Q4	–	Sell	-2,277	Closed	-$215K	–	37
2023 Q3	$215K	Hold	2,277	–	–	0.14%	32
2023 Q2	$227K	Buy	2,277 +3	+0.1%	+$286	0.15%	28
2023 Q1	$220K	Buy	+2,274	New	+$227K	0.16%	28

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Trellis Wealth Advisors's IJR Position: Q2 2026 in Review

Trellis Wealth Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,454 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #47 among its holdings. This is a return to the name: Trellis Wealth Advisors previously reported a position in IJR as recently as Q3 2023.

Trellis Wealth Advisors first reported a position in IJR in Q1 2023 and has held it in 4 quarters since. The position peaked at $227K in Q2 2023. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Trellis Wealth Advisors held 1,454 shares of iShares Core S&P Small-Cap ETF worth $216K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Trellis Wealth Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.07% of Trellis Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Trellis Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 4 quarters since.
Trellis Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $227K in Q2 2023.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.