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True Link Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

True Link Financial Advisors’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 		– Sell
-1,045
Closed -$130K – 235
2026
Q1 		$130K Sell
1,045
-2,656
-72% -$337K 0.01% 124
2025
Q4 		$445K Buy
3,701
+152
+4% +$18.2K 0.03% 61
2025
Q3 		$422K Buy
3,549
+1,077
+44% +$124K 0.03% 57
2025
Q2 		$270K Sell
2,472
-3,260
-57% -$337K 0.02% 73
2025
Q1 		$599K Buy
5,732
+1,447
+34% +$163K 0.04% 46
2024
Q4 		$494K Buy
4,285
+398
+10% +$47.5K 0.04% 39
2024
Q3 		$455K Hold
3,887
– – 0.04% 41
2024
Q2 		$415K Sell
3,887
-700
-15% -$74.9K 0.04% 42
2024
Q1 		$507K Buy
4,587
+1,364
+42% +$145K 0.05% 42
2023
Q4 		$349K Sell
3,223
-2,498
-44% -$241K 0.04% 46
2023
Q3 		$540K Sell
5,721
-850
-13% -$84.9K 0.06% 73
2023
Q2 		$655K Sell
6,571
-8,232
-56% -$784K 0.08% 70
2023
Q1 		$1.43M Sell
14,803
-344
-2% -$34.4K 0.18% 42
2022
Q4 		$1.43M Sell
15,147
-397
-3% -$38.1K 0.19% 39
2022
Q3 		$1.35M Buy
15,544
+1,029
+7% +$99.9K 0.2% 45
2022
Q2 		$1.34M Sell
14,515
-9,298
-39% -$925K 0.2% 50
2022
Q1 		$2.57M Buy
23,813
+13,926
+141% +$1.5M 0.37% 24
2021
Q4 		$1.13M Buy
9,887
+2,210
+29% +$252K 0.15% 68
2021
Q3 		$838K Buy
7,677
+36
+0.5% +$3.96K 0.12% 78
2021
Q2 		$863K Sell
7,641
-2
-0% -$223 0.13% 65
2021
Q1 		$829K Buy
7,643
+214
+3% +$22.4K 0.12% 76
2020
Q4 		$683K Buy
+7,429
New +$610K 0.11% 84

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

True Link Financial Advisors's IJR Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 1,045 shares — an estimated $130K sold.

True Link Financial Advisors first reported a position in IJR in Q4 2020 and held it in 22 quarters. The position peaked at $2.57M in Q1 2022. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 1,045 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $130K.
  • True Link Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 22 quarters.
  • True Link Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.57M in Q1 2022.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.