Darden Wealth Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Darden Wealth Group’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	$1.61M	Sell	12,991 -139	-1%	-$17.7K	0.82%	27
2025 Q4	$1.58M	Sell	13,130 -698	-5%	-$83.5K	0.77%	30
2025 Q3	$1.64M	Buy	13,828 +478	+4%	+$55K	0.86%	27
2025 Q2	$1.46M	Sell	13,350 -1,196	-8%	-$124K	0.88%	25
2025 Q1	$1.52M	Sell	14,546 -380	-3%	-$42.9K	1.18%	18
2024 Q4	$1.72M	Buy	14,926 +15	+0.1%	+$1.79K	1.16%	16
2024 Q3	$1.74M	Buy	14,911 +262	+2%	+$29.6K	1.25%	16
2024 Q2	$1.56M	Sell	14,649 -706	-5%	-$75.5K	0.94%	18
2024 Q1	$1.7M	Sell	15,355 -298	-2%	-$31.6K	1.33%	16
2023 Q4	$1.69M	Buy	+15,653	New	+$1.51M	1.63%	14

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Darden Wealth Group's IJR Position: Q1 2026 in Review

Darden Wealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q1 2026, selling an estimated $17.7K and leaving 12,991 shares worth $1.61M. The position accounts for 0.82% of the portfolio, ranked #27.

Darden Wealth Group first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Darden Wealth Group held 12,991 shares of iShares Core S&P Small-Cap ETF worth $1.61M as of Q1 2026.
Darden Wealth Group sold 139 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $17.7K.
iShares Core S&P Small-Cap ETF made up 0.82% of Darden Wealth Group's portfolio in Q1 2026, its #27 holding.
Darden Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $1.74M in Q3 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.