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David J. Yvars Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

David J. Yvars 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
Q2 		$3.17M Buy
21,393
+1,065
+5% +$146K 1.5% 14
2026
Q1 		$2.53M Sell
20,328
-43
-0.2% -$5.46K 1.41% 14
2025
Q4 		$2.45M Buy
20,371
+591
+3% +$70.7K 1.3% 14
2025
Q3 		$2.35M Buy
19,780
+713
+4% +$82K 1.26% 17
2025
Q2 		$2.08M Buy
19,067
+11,264
+144% +$1.16M 1.22% 17
2025
Q1 		$816K Sell
7,803
-913
-10% -$103K 0.64% 25
2024
Q4 		$1M Sell
8,716
-242
-3% -$28.9K 0.61% 28
2024
Q3 		$1.05M Sell
8,958
-100
-1% -$11.3K 0.65% 27
2024
Q2 		$966K Sell
9,058
-839
-8% -$89.8K 0.6% 27
2024
Q1 		$1.09M Buy
9,897
+569
+6% +$60.4K 0.74% 25
2023
Q4 		$1.01M Sell
9,328
-2,080
-18% -$200K 0.81% 21
2023
Q3 		$1.08M Sell
11,408
-30
-0.3% -$3K 0.9% 21
2023
Q2 		$1.14M Sell
11,438
-6,314
-36% -$601K 0.94% 20
2023
Q1 		$1.71M Buy
17,752
+6,921
+64% +$692K 1.55% 20
2022
Q4 		$1.03M Sell
10,831
-143
-1% -$13.7K 1.29% 15
2022
Q3 		$958K Sell
10,974
-1,230
-10% -$119K 1.06% 20
2022
Q2 		$1.14M Sell
12,204
-433
-3% -$43.1K 1.55% 12
2022
Q1 		$1.37M Buy
12,637
+70
+0.6% +$7.55K 0.95% 26
2021
Q4 		$1.44M Sell
12,567
-402
-3% -$45.8K 0.89% 23
2021
Q3 		$1.44M Sell
12,969
-1,177
-8% -$130K 0.84% 22
2021
Q2 		$1.6M Buy
14,146
+2,013
+17% +$225K 0.9% 24
2021
Q1 		$1.32M Buy
12,133
+2,299
+23% +$241K 0.84% 24
2020
Q4 		$903K Buy
+9,834
New +$808K 0.61% 24

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

David J. Yvars Group's IJR Position: Q2 2026 in Review

David J. Yvars Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q2 2026, buying an estimated $146K and bringing the position to 21,393 shares worth $3.17M. The position accounts for 1.5% of the portfolio, ranked #14.

David J. Yvars Group first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • David J. Yvars Group held 21,393 shares of iShares Core S&P Small-Cap ETF worth $3.17M as of Q2 2026.
  • David J. Yvars Group bought 1,065 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $146K.
  • iShares Core S&P Small-Cap ETF made up 1.5% of David J. Yvars Group's portfolio in Q2 2026, its #14 holding.
  • David J. Yvars Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.