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

True Wealth Design’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 Q3	$33.2K	Sell	244 -15	-6%	-$2.17K	0.01%	661
2026 Q2	$38.4K	Sell	259 -819	-76%	-$112K	0.01%	586
2026 Q1	$134K	Buy	1,078 +1,044	+3,071%	+$133K	0.04%	156
2025 Q4	$4.09K	Buy	+34	New	+$4.07K	﹤0.01%	1175
2023 Q2	–	Sell	-240	Closed	-$23.2K	–	830
2023 Q1	$23.2K	Hold	240	–	–	0.01%	194
2022 Q4	$22.7K	Buy	+240	New	+$23K	0.01%	181

Other funds holding IJR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

True Wealth Design's IJR Position: Q3 2026 in Review

True Wealth Design reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.8% in Q3 2026, selling an estimated $2.17K and leaving 244 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #661.

True Wealth Design first reported a position in IJR in Q4 2022 and has held it in 6 quarters since. The position peaked at $134K in Q1 2026. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

True Wealth Design held 244 shares of iShares Core S&P Small-Cap ETF worth $33.2K as of Q3 2026.
True Wealth Design sold 15 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $2.17K.
iShares Core S&P Small-Cap ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #661 holding.
True Wealth Design first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 6 quarters since.
True Wealth Design's iShares Core S&P Small-Cap ETF position peaked at $134K in Q1 2026.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.