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 Q3	$410K	Sell	3,014 -1,549	-34%	-$224K	0.02%	135
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

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

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

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

DDD Partners's IJR Position: Q3 2026 in Review

DDD Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 34% in Q3 2026, selling an estimated $224K and leaving 3,014 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #135.

DDD Partners first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $677K in Q2 2026. 1,828 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

DDD Partners held 3,014 shares of iShares Core S&P Small-Cap ETF worth $410K as of Q3 2026.
DDD Partners sold 1,549 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $224K.
iShares Core S&P Small-Cap ETF made up 0.02% of DDD Partners's portfolio in Q3 2026, its #135 holding.
DDD Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
DDD Partners's iShares Core S&P Small-Cap ETF position peaked at $677K in Q2 2026.
1,828 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.