DJYG
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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
Q3 		$3.08M Buy
22,628
+1,235
+6% +$179K 1.41% 15
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

David J. Yvars Group's IJR Position: Q3 2026 in Review

David J. Yvars Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.8% in Q3 2026, buying an estimated $179K and bringing the position to 22,628 shares worth $3.08M. The position accounts for 1.41% of the portfolio, ranked #15.

David J. Yvars Group first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.17M in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • David J. Yvars Group held 22,628 shares of iShares Core S&P Small-Cap ETF worth $3.08M as of Q3 2026.
  • David J. Yvars Group bought 1,235 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $179K.
  • iShares Core S&P Small-Cap ETF made up 1.41% of David J. Yvars Group's portfolio in Q3 2026, its #15 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 24 quarters since.
  • David J. Yvars Group's iShares Core S&P Small-Cap ETF position peaked at $3.17M in Q2 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.