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 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

True Wealth Design's IJR Position: Q2 2026 in Review

True Wealth Design reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 76% in Q2 2026, selling an estimated $112K and leaving 259 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #586.

True Wealth Design first reported a position in IJR in Q4 2022 and has held it in 5 quarters since. The position peaked at $134K in Q1 2026. 799 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

True Wealth Design held 259 shares of iShares Core S&P Small-Cap ETF worth $38.4K as of Q2 2026.
True Wealth Design sold 819 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $112K.
iShares Core S&P Small-Cap ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #586 holding.
True Wealth Design first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 5 quarters since.
True Wealth Design's iShares Core S&P Small-Cap ETF position peaked at $134K in Q1 2026.
799 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.