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

TritonPoint 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 Q1	$3.9M	Buy	31,384 +1,496	+5%	+$190K	0.42%	61
2025 Q4	$3.59M	Sell	29,888 -16,583	-36%	-$1.98M	0.36%	67
2025 Q3	$5.52M	Buy	46,471 +589	+1%	+$67.7K	0.47%	52
2025 Q2	$5.01M	Sell	45,882 -4,579	-9%	-$473K	0.46%	56
2025 Q1	$5.28M	Sell	50,461 -2,436	-5%	-$275K	0.5%	51
2024 Q4	$6.09M	Buy	52,897 +2,421	+5%	+$289K	0.55%	49
2024 Q3	$5.88M	Buy	50,476 +5,863	+13%	+$662K	0.54%	51
2024 Q2	$4.76M	Buy	44,613 +1,434	+3%	+$153K	0.46%	59
2024 Q1	$5.23M	Sell	43,179 -11,295	-21%	-$1.2M	0.55%	54
2023 Q4	$5.9M	Buy	+54,474	New	+$5.25M	0.58%	50

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TritonPoint Wealth's IJR Position: Q1 2026 in Review

TritonPoint Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5% in Q1 2026, buying an estimated $190K and bringing the position to 31,384 shares worth $3.9M. The position accounts for 0.42% of the portfolio, ranked #61.

TritonPoint Wealth first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.09M in Q4 2024. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

TritonPoint Wealth held 31,384 shares of iShares Core S&P Small-Cap ETF worth $3.9M as of Q1 2026.
TritonPoint Wealth bought 1,496 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $190K.
iShares Core S&P Small-Cap ETF made up 0.42% of TritonPoint Wealth's portfolio in Q1 2026, its #61 holding.
TritonPoint Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's iShares Core S&P Small-Cap ETF position peaked at $6.09M in Q4 2024.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.