TritonPoint Wealth
IJR icon

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
Q3 		$4.25M Buy
31,253
+525
+2% +$76K 0.42% 56
2026
Q2 		$4.56M Sell
30,728
-656
-2% -$90K 0.45% 54
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

TritonPoint Wealth's IJR Position: Q3 2026 in Review

TritonPoint Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q3 2026, buying an estimated $76K and bringing the position to 31,253 shares worth $4.25M. The position accounts for 0.42% of the portfolio, ranked #56.

TritonPoint Wealth first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.09M in Q4 2024. 2,061 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • TritonPoint Wealth held 31,253 shares of iShares Core S&P Small-Cap ETF worth $4.25M as of Q3 2026.
  • TritonPoint Wealth bought 525 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $76K.
  • iShares Core S&P Small-Cap ETF made up 0.42% of TritonPoint Wealth's portfolio in Q3 2026, its #56 holding.
  • TritonPoint Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • TritonPoint Wealth's iShares Core S&P Small-Cap ETF position peaked at $6.09M in Q4 2024.
  • 2,061 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.