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: Q2 2026 in Review
Trivium Point Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, buying an estimated $123K and bringing the position to 7,393 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #182.
Trivium Point Advisory first reported a position in IJR in Q1 2022 and has held it in 10 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Trivium Point Advisory held 7,393 shares of iShares Core S&P Small-Cap ETF worth $1.1M as of Q2 2026.
- Trivium Point Advisory bought 893 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $123K.
- iShares Core S&P Small-Cap ETF made up 0.1% of Trivium Point Advisory's portfolio in Q2 2026, its #182 holding.
- Trivium Point Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 10 quarters since.
- 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.