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

TruWealth 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
Q1 		$1.48M Buy
11,928
+219
+2% +$27.8K 0.07% 87
2025
Q4 		$1.41M Buy
11,709
+548
+5% +$65.5K 0.07% 86
2025
Q3 		$1.33M Buy
11,161
+7,244
+185% +$833K 0.07% 86
2025
Q2 		$428K Hold
3,917
– – 0.02% 120
2025
Q1 		$410K Hold
3,917
– – 0.02% 113
2024
Q4 		$451K Hold
3,917
– – 0.03% 110
2024
Q3 		$458K Hold
3,917
– – 0.03% 108
2024
Q2 		$418K Buy
3,917
+214
+6% +$22.9K 0.03% 111
2024
Q1 		$409K Sell
3,703
-4
-0.1% -$425 0.03% 110
2023
Q4 		$401K Sell
3,707
-175
-5% -$16.9K 0.03% 103
2023
Q3 		$366K Sell
3,882
-11
-0.3% -$1.1K 0.03% 98
2023
Q2 		$388K Sell
3,893
-366
-9% -$34.9K 0.03% 97
2023
Q1 		$412K Buy
4,259
+736
+21% +$73.6K 0.04% 96
2022
Q4 		$333K Sell
3,523
-20
-0.6% -$1.92K 0.03% 105
2022
Q3 		$309K Sell
3,543
-33
-0.9% -$3.21K 0.03% 99
2022
Q2 		$330K Buy
3,576
+282
+9% +$28K 0.04% 97
2022
Q1 		$355K Sell
3,294
-3
-0.1% -$324 0.04% 85
2021
Q4 		$378K Buy
3,297
+3
+0.1% +$342 0.04% 87
2021
Q3 		$360K Sell
3,294
-295
-8% -$32.5K 0.04% 86
2021
Q2 		$405K Buy
3,589
+225
+7% +$25.1K 0.05% 80
2021
Q1 		$365K Sell
3,364
-37
-1% -$3.87K 0.05% 78
2020
Q4 		$313K Buy
+3,401
New +$279K 0.05% 84

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

TruWealth Advisors's IJR Position: Q1 2026 in Review

TruWealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q1 2026, buying an estimated $27.8K and bringing the position to 11,928 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #87.

TruWealth Advisors first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. 2,750 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • TruWealth Advisors held 11,928 shares of iShares Core S&P Small-Cap ETF worth $1.48M as of Q1 2026.
  • TruWealth Advisors bought 219 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $27.8K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of TruWealth Advisors's portfolio in Q1 2026, its #87 holding.
  • TruWealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,750 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.