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TrueFG’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

TrueFG’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 		$29.2M Sell
214,881
-2,908
-1% -$421K 6.8% 6
2026
Q2 		$32.3M Buy
217,789
+1,723
+0.8% +$236K 7.54% 6
2026
Q1 		$26.9M Buy
216,066
+1,344
+0.6% +$171K 7.12% 6
2025
Q4 		$25.8M Sell
214,722
-343
-0.2% -$41K 6.92% 6
2025
Q3 		$25.6M Buy
215,065
+3,676
+2% +$423K 7.06% 6
2025
Q2 		$23.1M Buy
211,389
+8,047
+4% +$832K 6.87% 6
2025
Q1 		$21.3M Buy
203,342
+14,510
+8% +$1.64M 7% 6
2024
Q4 		$21.8M Buy
188,832
+1,225
+0.7% +$146K 7.1% 6
2024
Q3 		$21.9M Buy
187,607
+3,349
+2% +$378K 7.17% 6
2024
Q2 		$19.7M Buy
184,258
+5,408
+3% +$579K 7.1% 6
2024
Q1 		$19.8M Buy
178,850
+2,491
+1% +$265K 7.24% 6
2023
Q4 		$19.1M Sell
176,359
-4,179
-2% -$403K 7.55% 6
2023
Q3 		$17M Buy
180,538
+6,554
+4% +$655K 7.37% 6
2023
Q2 		$17.3M Buy
173,984
+6,805
+4% +$648K 7.45% 6
2023
Q1 		$16.2M Buy
167,179
+1,810
+1% +$181K 7.3% 6
2022
Q4 		$15.7M Buy
165,369
+4,432
+3% +$425K 7.46% 6
2022
Q3 		$14M Buy
160,937
+3,314
+2% +$322K 7.44% 6
2022
Q2 		$14.6M Buy
157,623
+4,054
+3% +$403K 7.44% 6
2022
Q1 		$16.6M Buy
153,569
+2,995
+2% +$323K 7.52% 6
2021
Q4 		$17.2M Buy
150,574
+2,394
+2% +$273K 7.61% 6
2021
Q3 		$16.8M Buy
148,180
+11,569
+8% +$1.27M 7.59% 6
2021
Q2 		$15.4M Sell
136,611
-6,309
-4% -$704K 7.85% 6
2021
Q1 		$15.5M Sell
142,920
-9,604
-6% -$1.01M 8.44% 6
2020
Q4 		$14M Sell
152,524
-4,075
-3% -$335K 8.39% 6
2020
Q3 		$11M Buy
156,599
+2,630
+2% +$188K 7.65% 6
2020
Q2 		$10.5M Buy
153,969
+3,362
+2% +$212K 7.94% 6
2020
Q1 		$8.45M Buy
150,607
+26,164
+21% +$1.95M 7.64% 6
2019
Q4 		$10.4M Buy
+124,443
New +$10M 7.91% 6

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

TrueFG's IJR Position: Q3 2026 in Review

TrueFG reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q3 2026, selling an estimated $421K and leaving 214,881 shares worth $29.2M. The position accounts for 6.8% of the portfolio, ranked #6.

TrueFG first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $32.3M in Q2 2026. 629 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • TrueFG held 214,881 shares of iShares Core S&P Small-Cap ETF worth $29.2M as of Q3 2026.
  • TrueFG sold 2,908 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $421K.
  • iShares Core S&P Small-Cap ETF made up 6.8% of TrueFG's portfolio in Q3 2026, its #6 holding.
  • TrueFG first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • TrueFG's iShares Core S&P Small-Cap ETF position peaked at $32.3M in Q2 2026.
  • 629 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.