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Trust Point Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Trust Point Inc’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 		$4.19M Buy
28,225
+274
+1% +$37.6K 0.36% 41
2026
Q1 		$3.47M Buy
27,951
+24,583
+730% +$3.12M 0.3% 40
2025
Q4 		$405K Buy
3,368
+67
+2% +$8.01K 0.03% 285
2025
Q3 		$392K Buy
3,301
+107
+3% +$12.3K 0.03% 296
2025
Q2 		$349K Sell
3,194
-2,463
-44% -$255K 0.03% 264
2025
Q1 		$592K Sell
5,657
-121
-2% -$13.7K 0.05% 193
2024
Q4 		$666K Sell
5,778
-729
-11% -$87.1K 0.05% 231
2024
Q3 		$761K Sell
6,507
-78
-1% -$8.81K 0.06% 203
2024
Q2 		$702K Hold
6,585
– – 0.06% 203
2024
Q1 		$728K Buy
6,585
+370
+6% +$39.3K 0.06% 212
2023
Q4 		$673K Buy
+6,215
New +$599K 0.06% 213

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 22.96% 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

Trust Point Inc's IJR Position: Q2 2026 in Review

Trust Point Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.98% in Q2 2026, buying an estimated $37.6K and bringing the position to 28,225 shares worth $4.19M. The position accounts for 0.36% of the portfolio, ranked #41.

Trust Point Inc first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Trust Point Inc held 28,225 shares of iShares Core S&P Small-Cap ETF worth $4.19M as of Q2 2026.
  • Trust Point Inc bought 274 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $37.6K.
  • iShares Core S&P Small-Cap ETF made up 0.36% of Trust Point Inc's portfolio in Q2 2026, its #41 holding.
  • Trust Point Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.