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

Truvestments Capital’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 		$503K Buy
3,551
+309
+10% +$42.4K 0.07% 220
2026
Q1 		$403K Sell
3,242
-114
-3% -$14.5K 0.07% 224
2025
Q4 		$403K Sell
3,356
-271
-7% -$32.4K 0.07% 202
2025
Q3 		$431K Sell
3,627
-126
-3% -$14.5K 0.08% 196
2025
Q2 		$410K Sell
3,753
-663
-15% -$68.5K 0.08% 177
2025
Q1 		$462K Sell
4,416
-43
-1% -$4.85K 0.1% 157
2024
Q4 		$514K Buy
4,459
+327
+8% +$39.1K 0.13% 131
2024
Q3 		$483K Sell
4,132
-249
-6% -$28.1K 0.13% 129
2024
Q2 		$467K Buy
4,381
+210
+5% +$22.5K 0.19% 125
2024
Q1 		$461K Sell
4,171
-330
-7% -$35K 0.18% 119
2023
Q4 		$487K Sell
4,501
-106
-2% -$10.2K 0.22% 84
2023
Q3 		$435K Buy
4,607
+400
+10% +$40K 0.23% 80
2023
Q2 		$419K Sell
4,207
-34
-0.8% -$3.24K 0.21% 89
2023
Q1 		$410K Sell
4,241
-483
-10% -$48.3K 0.22% 87
2022
Q4 		$447K Sell
4,724
-668
-12% -$64.1K 0.25% 82
2022
Q3 		$470K Sell
5,392
-129
-2% -$12.5K 0.3% 82
2022
Q2 		$510K Sell
5,521
-109
-2% -$10.8K 0.3% 75
2022
Q1 		$607K Sell
5,630
-292
-5% -$31.5K 0.33% 73
2021
Q4 		$678K Buy
5,922
+507
+9% +$57.8K 0.34% 75
2021
Q3 		$591K Buy
5,415
+10
+0.2% +$1.1K 0.33% 75
2021
Q2 		$611K Sell
5,405
-214
-4% -$23.9K 0.34% 73
2021
Q1 		$610K Buy
5,619
+63
+1% +$6.59K 0.34% 74
2020
Q4 		$510K Buy
5,556
+270
+5% +$22.2K 0.35% 75
2020
Q3 		$371K Sell
5,286
-264
-5% -$18.9K 0.34% 86
2020
Q2 		$379K Buy
5,550
+97
+2% +$6.12K 0.39% 65
2020
Q1 		$306K Buy
5,453
+131
+2% +$9.76K 0.39% 67
2019
Q4 		$446K Buy
5,322
+5
+0.1% +$402 0.31% 91
2019
Q3 		$414K Sell
5,317
-450
-8% -$34.8K 0.27% 93
2019
Q2 		$451K Buy
5,767
+4,053
+236% +$315K 0.3% 80
2019
Q1 		$132K Buy
+1,714
New +$132K 0.1% 138
2018
Q3 		$58K Buy
+659
New +$57.7K 0.03% 356

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

Truvestments Capital's IJR Position: Q2 2026 in Review

Truvestments Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.5% in Q2 2026, buying an estimated $42.4K and bringing the position to 3,551 shares worth $503K. The position accounts for 0.07% of the portfolio, ranked #220.

Truvestments Capital first reported a position in IJR in Q3 2018 and has held it in 31 quarters since. The position peaked at $678K in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Truvestments Capital held 3,551 shares of iShares Core S&P Small-Cap ETF worth $503K as of Q2 2026.
  • Truvestments Capital bought 309 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $42.4K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Truvestments Capital's portfolio in Q2 2026, its #220 holding.
  • Truvestments Capital first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Truvestments Capital's iShares Core S&P Small-Cap ETF position peaked at $678K in Q4 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.