tru Independence’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

tru Independence’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	–	Sell	-2,494	Closed	-$300K	–	121
2025 Q4	$300K	Buy	+2,494	New	+$298K	0.08%	108
2024 Q1	–	Sell	-2,505	Closed	-$271K	–	109
2023 Q4	$271K	Buy	+2,505	New	+$241K	0.08%	102
2021 Q3	–	Sell	-377	Closed	-$43K	–	268
2021 Q2	$43K	Sell	377 -13,129	-97%	-$1.46M	0.01%	226
2021 Q1	$1.47M	Buy	+13,506	New	+$1.41M	0.28%	82
2020 Q4	–	Sell	-15,628	Closed	-$1.1M	–	788
2020 Q3	$1.1M	Buy	+15,628	New	+$1.12M	0.31%	70
2020 Q1	–	Sell	-10,613	Closed	-$596K	–	803
2019 Q4	$596K	Buy	+10,613	New	+$854K	0.09%	149

Other funds holding IJR

Northwestern Mutual Wealth Management

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

Bank of America

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

Fidelity Investments

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

Jones Financial Companies

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

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

Bank of New York Mellon

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