True Vision MN’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

True Vision MN’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	$434K	Buy	3,493 +1,704	+95%	+$216K	0.22%	70
2025 Q4	$215K	Buy	+1,789	New	+$214K	0.11%	106
2025 Q2	–	Sell	-2,446	Closed	-$256K	–	107
2025 Q1	$256K	Sell	2,446 -64	-3%	-$7.22K	0.15%	97
2024 Q4	$289K	Buy	2,510 +274	+12%	+$32.7K	0.17%	89
2024 Q3	$262K	Buy	2,236 +72	+3%	+$8.13K	0.16%	92
2024 Q2	$231K	Sell	2,164 -5	-0.2%	-$535	0.15%	97
2024 Q1	$229K	Sell	2,169 -2,201	-50%	-$234K	0.16%	87
2023 Q4	$473K	Buy	+4,370	New	+$421K	0.38%	57

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

True Vision MN's IJR Position: Q1 2026 in Review

True Vision MN increased its iShares Core S&P Small-Cap ETF (IJR) stake by 95% in Q1 2026, buying an estimated $216K and bringing the position to 3,493 shares worth $434K. The position accounts for 0.22% of the portfolio, ranked #70.

True Vision MN first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. The position peaked at $473K in Q4 2023. 2,749 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

True Vision MN held 3,493 shares of iShares Core S&P Small-Cap ETF worth $434K as of Q1 2026.
True Vision MN bought 1,704 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $216K.
iShares Core S&P Small-Cap ETF made up 0.22% of True Vision MN's portfolio in Q1 2026, its #70 holding.
True Vision MN first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
True Vision MN's iShares Core S&P Small-Cap ETF position peaked at $473K in Q4 2023.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.