TWM
IJR icon

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

Tripletail 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
Q2 		$86.9K Hold
593
– – 0.1% 125
2026
Q1 		$74.4K Hold
593
– – 0.1% 123
2025
Q4 		$71.3K Sell
593
-3
-0.5% -$359 0.09% 121
2025
Q3 		$71.5K Buy
+596
New +$68.5K 0.08% 132

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tripletail Wealth Management's IJR Position: Q2 2026 in Review

Tripletail Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 593 shares worth $86.9K. The position accounts for 0.1% of the portfolio, ranked #125.

Tripletail Wealth Management first reported a position in IJR in Q3 2025 and has held it in 4 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Tripletail Wealth Management held 593 shares of iShares Core S&P Small-Cap ETF worth $86.9K as of Q2 2026.
  • Tripletail Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Tripletail Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Tripletail Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.