Trivium Point Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Other funds holding IJR
Trivium Point Advisory's IJR Position: Q3 2026 in Review
Trivium Point Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.49% in Q3 2026, buying an estimated $5.21K and bringing the position to 7,429 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #189.
Trivium Point Advisory first reported a position in IJR in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.
- Trivium Point Advisory held 7,429 shares of iShares Core S&P Small-Cap ETF worth $1.01M as of Q3 2026.
- Trivium Point Advisory bought 36 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $5.21K.
- iShares Core S&P Small-Cap ETF made up 0.09% of Trivium Point Advisory's portfolio in Q3 2026, its #189 holding.
- Trivium Point Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 11 quarters since.
- Trivium Point Advisory's iShares Core S&P Small-Cap ETF position peaked at $1.1M in Q2 2026.
- 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.
Based on Trivium Point Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.