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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
Q3 		– Sell
-1,442
Closed -$214K – 245
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TrueWealth Advisors's IJR Position: Q3 2026 in Review

TrueWealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2026, closing a stake of 1,442 shares — an estimated $214K sold.

TrueWealth Advisors first reported a position in IJR in Q1 2021 and held it in 19 quarters. The position peaked at $813K in Q1 2022. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • TrueWealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 1,442 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $214K.
  • TrueWealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 19 quarters.
  • TrueWealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $813K in Q1 2022.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.