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

DB&C 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 Q2	$200K	Buy	+1,350	New	+$185K	0.22%	75

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DB&C Advisors's IJR Position: Q2 2026 in Review

DB&C Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,350 shares worth $200K. The stake represents 0.22% of the portfolio and ranks #75 among its holdings.

2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

DB&C Advisors held 1,350 shares of iShares Core S&P Small-Cap ETF worth $200K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new DB&C Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.22% of DB&C Advisors's portfolio in Q2 2026, its #75 holding.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.