TRUE Private Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2M | Sell |
16,107
-1,157
| -7% | -$147K | 0.19% | 71 |
|
|
2025
Q4 | $2.07M | Sell |
17,264
-427
| -2% | -$51.1K | 0.21% | 71 |
|
|
2025
Q3 | $2.1M | Sell |
17,691
-1,606
| -8% | -$185K | 0.21% | 75 |
|
|
2025
Q2 | $2.11M | Sell |
19,297
-2,955
| -13% | -$305K | 0.24% | 69 |
|
|
2025
Q1 | $2.33M | Buy |
22,252
+508
| +2% | +$57.3K | 0.28% | 59 |
|
|
2024
Q4 | $2.51M | Sell |
21,744
-2,765
| -11% | -$330K | 0.3% | 57 |
|
|
2024
Q3 | $2.87M | Sell |
24,509
-36,932
| -60% | -$4.17M | 0.34% | 51 |
|
|
2024
Q2 | $6.55M | Sell |
61,441
-7,370
| -11% | -$789K | 0.74% | 23 |
|
|
2024
Q1 | $7.6M | Buy |
68,811
+9,517
| +16% | +$1.01M | 0.87% | 18 |
|
|
2023
Q4 | $6.42M | Sell |
59,294
-123,286
| -68% | -$11.9M | 0.81% | 19 |
|
|
2023
Q3 | $17.2M | Buy |
182,580
+166,719
| +1,051% | +$16.7M | 2.39% | 12 |
|
|
2023
Q2 | $1.58M | Sell |
15,861
-143,736
| -90% | -$13.7M | 0.23% | 65 |
|
|
2023
Q1 | $15.4M | Buy |
159,597
+142,279
| +822% | +$14.2M | 2.28% | 12 |
|
|
2022
Q4 | $1.64M | Sell |
17,318
-4,042
| -19% | -$388K | 0.25% | 54 |
|
|
2022
Q3 | $1.86M | Sell |
21,360
-1,396
| -6% | -$136K | 0.28% | 51 |
|
|
2022
Q2 | $2.1M | Sell |
22,756
-98,418
| -81% | -$9.79M | 0.31% | 54 |
|
|
2022
Q1 | $12.6M | Sell |
121,174
-63,113
| -34% | -$6.81M | 1.77% | 11 |
|
|
2021
Q4 | $21.1M | Buy |
184,287
+3,445
| +2% | +$393K | 3% | 8 |
|
|
2021
Q3 | $19.7M | Sell |
180,842
-43,478
| -19% | -$4.79M | 2.87% | 10 |
|
|
2021
Q2 | $25.3M | Buy |
224,320
+27,430
| +14% | +$3.06M | 3.76% | 6 |
|
|
2021
Q1 | $21.4M | Buy |
196,890
+1,291
| +0.7% | +$135K | 3.45% | 8 |
|
|
2020
Q4 | $18M | Sell |
195,599
-53,906
| -22% | -$4.43M | 3.01% | 10 |
|
|
2020
Q3 | $17.5M | Buy |
249,505
+180,884
| +264% | +$13M | 2.99% | 9 |
|
|
2020
Q2 | $4.69M | Buy |
68,621
+6,543
| +11% | +$413K | 0.86% | 22 |
|
|
2020
Q1 | $3.48M | Sell |
62,078
-2,894
| -4% | -$216K | 0.74% | 24 |
|
|
2019
Q4 | $5.45M | Buy |
64,972
+16,402
| +34% | +$1.32M | 0.84% | 16 |
|
|
2019
Q3 | $3.78M | Buy |
48,570
+1,779
| +4% | +$138K | 0.65% | 23 |
|
|
2019
Q2 | $3.66M | Buy |
46,791
+9,256
| +25% | +$719K | 0.62% | 23 |
|
|
2019
Q1 | $2.9M | Sell |
37,535
-8,981
| -19% | -$690K | 0.55% | 29 |
|
|
2018
Q4 | $3.22M | Sell |
46,516
-273,266
| -85% | -$21.1M | 0.57% | 30 |
|
|
2018
Q3 | $28M | Buy |
319,782
+111,421
| +53% | +$9.76M | 3.94% | 3 |
|
|
2018
Q2 | $17.4M | Buy |
208,361
+171,670
| +468% | +$14M | 2.74% | 7 |
|
|
2018
Q1 | $2.83M | Sell |
36,691
-86
| -0.2% | -$6.69K | 0.49% | 42 |
|
|
2017
Q4 | $2.82M | Buy |
36,777
+3,084
| +9% | +$232K | 0.49% | 41 |
|
|
2017
Q3 | $2.5M | Sell |
33,693
-119,165
| -78% | -$8.35M | 0.56% | 33 |
|
|
2017
Q2 | $10.7M | Sell |
152,858
-60,143
| -28% | -$4.16M | 2.48% | 10 |
|
|
2017
Q1 | $14.4M | Sell |
213,001
-202,093
| -49% | -$13.9M | 3.31% | 9 |
|
|
2016
Q4 | $14.2M | Buy |
415,094
+113,738
| +38% | +$7.34M | 3.46% | 8 |
|
|
2016
Q3 | $18.3M | Buy |
301,356
+41,180
| +16% | +$2.52M | 5.86% | 3 |
|
|
2016
Q2 | $15.1M | Buy |
260,176
+105,792
| +69% | +$6.03M | 5.06% | 5 |
|
|
2016
Q1 | $8.69M | Buy |
154,384
+40,930
| +36% | +$2.14M | 3.38% | 8 |
|
|
2015
Q4 | $6.25M | Buy |
+113,454
| New | +$6.39M | 2.75% | 12 |
|
Other funds holding IJR
TRUE Private Wealth Advisors's IJR Position: Q1 2026 in Review
TRUE Private Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.7% in Q1 2026, selling an estimated $147K and leaving 16,107 shares worth $2M. The position accounts for 0.19% of the portfolio, ranked #71.
TRUE Private Wealth Advisors first reported a position in IJR in Q4 2015 and has held it in 42 quarters since. The position peaked at $28M in Q3 2018. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- TRUE Private Wealth Advisors held 16,107 shares of iShares Core S&P Small-Cap ETF worth $2M as of Q1 2026.
- TRUE Private Wealth Advisors sold 1,157 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $147K.
- iShares Core S&P Small-Cap ETF made up 0.19% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #71 holding.
- TRUE Private Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- TRUE Private Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $28M in Q3 2018.
- 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.