DDD Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

DDD Partners’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	$677K	Hold	4,563	–	–	0.04%	93
2026 Q1	$567K	Hold	4,563	–	–	0.04%	90
2025 Q4	$548K	Buy	4,563 +55	+1%	+$6.58K	0.03%	91
2025 Q3	$536K	Buy	4,508 +1,549	+52%	+$178K	0.03%	92
2025 Q2	$323K	Hold	2,959	–	–	0.03%	95
2025 Q1	$309K	Sell	2,959 -35	-1%	-$3.95K	0.04%	87
2024 Q4	$345K	Buy	2,994 +35	+1%	+$4.18K	0.04%	82
2024 Q3	$346K	Hold	2,959	–	–	0.04%	82
2024 Q2	$316K	Sell	2,959 -31	-1%	-$3.32K	0.04%	83
2024 Q1	$330K	Buy	2,990 +31	+1%	+$3.29K	0.04%	78
2023 Q4	$320K	Sell	2,959 -290	-9%	-$27.9K	0.04%	75
2023 Q3	$300K	Hold	3,249	–	–	0.04%	77
2023 Q2	$324K	Hold	3,249	–	–	0.04%	74
2023 Q1	$314K	Hold	3,249	–	–	0.05%	67
2022 Q4	$307K	Hold	3,249	–	–	0.05%	65
2022 Q3	$283K	Hold	3,249	–	–	0.05%	74
2022 Q2	$300K	Hold	3,249	–	–	0.05%	68
2022 Q1	$351K	Hold	3,249	–	–	0.05%	67
2021 Q4	$372K	Buy	+3,249	New	+$370K	0.05%	72

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

DDD Partners's IJR Position: Q2 2026 in Review

DDD Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,563 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #93.

DDD Partners first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

DDD Partners held 4,563 shares of iShares Core S&P Small-Cap ETF worth $677K as of Q2 2026.
DDD Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of DDD Partners's portfolio in Q2 2026, its #93 holding.
DDD Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.