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

Triton 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	$209K	Sell	1,457 -152	-9%	-$20.9K	0.06%	121
2026 Q1	$202K	Sell	1,609 -15	-0.9%	-$1.91K	0.08%	122
2025 Q4	$207K	Buy	+1,624	New	+$194K	0.08%	118
2020 Q3	–	Sell	-5,562	Closed	-$397K	–	86
2020 Q2	$397K	Buy	5,562 +204	+4%	+$12.9K	0.41%	41
2020 Q1	$334K	Buy	+5,358	New	+$399K	0.54%	34

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Triton Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.4% in Q2 2026, selling an estimated $20.9K and leaving 1,457 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #121.

Triton Wealth Management first reported a position in IJR in Q1 2020 and has held it in 5 quarters since. The position peaked at $397K in Q2 2020. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Triton Wealth Management held 1,457 shares of iShares Core S&P Small-Cap ETF worth $209K as of Q2 2026.
Triton Wealth Management sold 152 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $20.9K.
iShares Core S&P Small-Cap ETF made up 0.06% of Triton Wealth Management's portfolio in Q2 2026, its #121 holding.
Triton Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 5 quarters since.
Triton Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $397K in Q2 2020.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.