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 Q3	$1.71M	Sell	12,564 -78	-0.6%	-$11.3K	0.68%	33
2026 Q2	$1.87M	Sell	12,642 -349	-3%	-$47.9K	0.74%	33
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 $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Darden Wealth Group's IJR Position: Q3 2026 in Review

Darden Wealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.62% in Q3 2026, selling an estimated $11.3K and leaving 12,564 shares worth $1.71M. The position accounts for 0.68% of the portfolio, ranked #33.

Darden Wealth Group first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Darden Wealth Group held 12,564 shares of iShares Core S&P Small-Cap ETF worth $1.71M as of Q3 2026.
Darden Wealth Group sold 78 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $11.3K.
iShares Core S&P Small-Cap ETF made up 0.68% of Darden Wealth Group's portfolio in Q3 2026, its #33 holding.
Darden Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $1.87M in Q2 2026.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.