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

TrueWealth Financial Partners’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 		– Sell
-2,590
Closed -$322K – 42
2026
Q1 		$322K Buy
+2,590
New +$329K 0.13% 45

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TrueWealth Financial Partners's IJR Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 2,590 shares — an estimated $322K sold.

TrueWealth Financial Partners first reported a position in IJR in Q1 2026 and held it in 1 quarter. The position peaked at $322K in Q1 2026. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 2,590 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $322K.
  • TrueWealth Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $322K in Q1 2026.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.