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 Q3	$342K	Buy	2,515 +278	+12%	+$40.2K	0.07%	69
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

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

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

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

DDFG Inc's IJR Position: Q3 2026 in Review

DDFG Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q3 2026, buying an estimated $40.2K and bringing the position to 2,515 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #69.

DDFG Inc first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $536K in Q4 2022. 1,474 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

DDFG Inc held 2,515 shares of iShares Core S&P Small-Cap ETF worth $342K as of Q3 2026.
DDFG Inc bought 278 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $40.2K.
iShares Core S&P Small-Cap ETF made up 0.07% of DDFG Inc's portfolio in Q3 2026, its #69 holding.
DDFG Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
DDFG Inc's iShares Core S&P Small-Cap ETF position peaked at $536K in Q4 2022.
1,474 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.