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

TrueWealth Advisors’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	$214K	Buy	+1,442	New	+$198K	0.05%	229
2025 Q3	–	Sell	-2,485	Closed	-$272K	–	229
2025 Q2	$272K	Buy	2,485 +108	+5%	+$11.2K	0.08%	186
2025 Q1	$249K	Buy	2,377 +558	+31%	+$63K	0.08%	189
2024 Q4	$210K	Sell	1,819 -607	-25%	-$72.5K	0.07%	213
2024 Q3	$284K	Sell	2,426 -910	-27%	-$103K	0.09%	180
2024 Q2	$356K	Sell	3,336 -2,060	-38%	-$220K	0.13%	127
2024 Q1	$596K	Sell	5,396 -282	-5%	-$29.9K	0.23%	79
2023 Q4	$615K	Sell	5,678 -143	-2%	-$13.8K	0.24%	73
2023 Q3	$549K	Buy	5,821 +136	+2%	+$13.6K	0.23%	78
2023 Q2	$567K	Sell	5,685 -514	-8%	-$48.9K	0.23%	75
2023 Q1	$599K	Sell	6,199 -1,645	-21%	-$164K	0.25%	74
2022 Q4	$742K	Sell	7,844 -247	-3%	-$23.7K	0.32%	61
2022 Q3	$705K	Buy	8,091 +611	+8%	+$59.3K	0.33%	65
2022 Q2	$691K	Buy	7,480 +383	+5%	+$38.1K	0.32%	69
2022 Q1	$813K	Hold	7,097	–	–	0.36%	58
2021 Q4	$813K	Buy	7,097 +3,542	+100%	+$404K	0.36%	58
2021 Q3	$388K	Buy	3,555 +124	+4%	+$13.7K	0.22%	86
2021 Q2	$388K	Buy	3,431 +316	+10%	+$35.2K	0.23%	78
2021 Q1	$334K	Buy	+3,115	New	+$326K	0.22%	83

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

TrueWealth Advisors's IJR Position: Q2 2026 in Review

TrueWealth Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,442 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings. This is a return to the name: TrueWealth Advisors previously reported a position in IJR as recently as Q2 2025.

TrueWealth Advisors first reported a position in IJR in Q1 2021 and has held it in 19 quarters since. The position peaked at $813K in Q1 2022. 657 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

TrueWealth Advisors held 1,442 shares of iShares Core S&P Small-Cap ETF worth $214K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new TrueWealth Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #229 holding.
TrueWealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 19 quarters since.
TrueWealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $813K in Q1 2022.
657 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.