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DDFG Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

DDFG Inc’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 		$332K Sell
2,237
-19
-0.8% -$2.61K 0.07% 70
2026
Q1 		$280K Buy
2,256
+39
+2% +$4.96K 0.06% 72
2025
Q4 		$266K Sell
2,217
-210
-9% -$25.1K 0.06% 75
2025
Q3 		$288K Buy
2,427
+28
+1% +$3.22K 0.07% 67
2025
Q2 		$262K Buy
2,399
+6
+0.3% +$620 0.07% 68
2025
Q1 		$250K Buy
2,393
+5
+0.2% +$564 0.07% 64
2024
Q4 		$275K Buy
2,388
+41
+2% +$4.9K 0.08% 66
2024
Q3 		$275K Buy
2,347
+141
+6% +$15.9K 0.08% 66
2024
Q2 		$235K Buy
2,206
+4
+0.2% +$428 0.07% 68
2024
Q1 		$243K Sell
2,202
-723
-25% -$76.8K 0.08% 64
2023
Q4 		$317K Sell
2,925
-21
-0.7% -$2.02K 0.11% 56
2023
Q3 		$278K Sell
2,946
-105
-3% -$10.5K 0.1% 57
2023
Q2 		$304K Buy
3,051
+25
+0.8% +$2.38K 0.11% 57
2023
Q1 		$293K Sell
3,026
-2,643
-47% -$264K 0.11% 55
2022
Q4 		$536K Buy
+5,669
New +$544K 0.22% 41

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

DDFG Inc's IJR Position: Q2 2026 in Review

DDFG Inc reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.84% in Q2 2026, selling an estimated $2.61K and leaving 2,237 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #70.

DDFG Inc first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $536K in Q4 2022. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • DDFG Inc held 2,237 shares of iShares Core S&P Small-Cap ETF worth $332K as of Q2 2026.
  • DDFG Inc sold 19 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.61K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of DDFG Inc's portfolio in Q2 2026, its #70 holding.
  • DDFG Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's iShares Core S&P Small-Cap ETF position peaked at $536K in Q4 2022.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.