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

Trueblood Wealth Management’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	$1.18M	Buy	7,985 +610	+8%	+$83.7K	0.41%	78
2026 Q1	$917K	Buy	7,375 +799	+12%	+$102K	0.36%	89
2025 Q4	$790K	Buy	6,576 +503	+8%	+$60.2K	0.31%	105
2025 Q3	$722K	Buy	6,073 +438	+8%	+$50.4K	0.28%	111
2025 Q2	$616K	Buy	5,635 +460	+9%	+$47.5K	0.26%	126
2025 Q1	$541K	Buy	5,175 +899	+21%	+$101K	0.25%	126
2024 Q4	$493K	Buy	4,276 +1,285	+43%	+$154K	0.24%	134
2024 Q3	$350K	Buy	+2,991	New	+$338K	0.18%	160

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Trueblood Wealth Management's IJR Position: Q2 2026 in Review

Trueblood Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.3% in Q2 2026, buying an estimated $83.7K and bringing the position to 7,985 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #78.

Trueblood Wealth Management first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Trueblood Wealth Management held 7,985 shares of iShares Core S&P Small-Cap ETF worth $1.18M as of Q2 2026.
Trueblood Wealth Management bought 610 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $83.7K.
iShares Core S&P Small-Cap ETF made up 0.41% of Trueblood Wealth Management's portfolio in Q2 2026, its #78 holding.
Trueblood Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.