Tru Independence Asset Management 2’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Tru Independence Asset Management 2’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	$1.71M	Buy	11,555 +673	+6%	+$92.4K	0.93%	27
2026 Q1	$1.35M	Buy	10,882 +333	+3%	+$42.3K	0.83%	30
2025 Q4	$1.27M	Buy	10,549 +3,367	+47%	+$403K	0.79%	32
2025 Q3	$853K	Buy	7,182 +36	+0.5%	+$4.14K	0.56%	46
2025 Q2	$781K	Buy	7,146 +382	+6%	+$39.5K	0.53%	48
2025 Q1	$718K	Buy	6,764 +2,765	+69%	+$312K	0.54%	43
2024 Q4	$461K	Buy	3,999 +311	+8%	+$37.2K	0.38%	50
2024 Q3	$431K	Buy	+3,688	New	+$417K	0.36%	49
2023 Q1	$294K	Buy	+3,039	New	+$304K	0.3%	56
2022 Q3	$289K	Buy	3,317 +1,120	+51%	+$109K	0.31%	48
2022 Q2	$203K	Sell	2,197 -601	-21%	-$59.8K	0.17%	65
2022 Q1	$302K	Sell	2,798 -230	-8%	-$24.8K	0.17%	68
2021 Q4	$347K	Buy	+3,028	New	+$345K	0.18%	89
2021 Q1	–	Sell	-692	Closed	-$64K	–	246
2020 Q4	$64K	Buy	+692	New	+$56.9K	0.05%	156

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

Tru Independence Asset Management 2's IJR Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.2% in Q2 2026, buying an estimated $92.4K and bringing the position to 11,555 shares worth $1.71M. The position accounts for 0.93% of the portfolio, ranked #27.

Tru Independence Asset Management 2 first reported a position in IJR in Q4 2020 and has held it in 14 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tru Independence Asset Management 2 held 11,555 shares of iShares Core S&P Small-Cap ETF worth $1.71M as of Q2 2026.
Tru Independence Asset Management 2 bought 673 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $92.4K.
iShares Core S&P Small-Cap ETF made up 0.93% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #27 holding.
Tru Independence Asset Management 2 first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 14 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.