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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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's IJR Position: Q1 2026 in Review

tru Independence sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 2,494 shares — an estimated $300K sold.

tru Independence first reported a position in IJR in Q4 2019 and held it in 6 quarters. The position peaked at $1.47M in Q1 2021. 2,754 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

tru Independence reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
tru Independence sold 2,494 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $300K.
tru Independence first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 6 quarters.
tru Independence's iShares Core S&P Small-Cap ETF position peaked at $1.47M in Q1 2021.
2,754 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.