DeDora Capital
IJR icon

DeDora Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

DeDora Capital’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 		$82.7K Buy
+608
New +$88K 0.02% 155
2022
Q2 		– Sell
-814
Closed -$88K – 239
2022
Q1 		$88K Buy
+814
New +$87.8K 0.04% 126
2020
Q1 		– Sell
-1,382
Closed -$116K – 99
2019
Q4 		$116K Buy
+1,382
New +$111K 0.07% 95

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

DeDora Capital's IJR Position: Q3 2026 in Review

DeDora Capital opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 608 shares worth $82.7K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings. This is a return to the name: DeDora Capital previously reported a position in IJR as recently as Q1 2022.

DeDora Capital first reported a position in IJR in Q4 2019 and has held it in 3 quarters since. The position peaked at $116K in Q4 2019. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • DeDora Capital held 608 shares of iShares Core S&P Small-Cap ETF worth $82.7K as of Q3 2026.
  • iShares Core S&P Small-Cap ETF was a new DeDora Capital position in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of DeDora Capital's portfolio in Q3 2026, its #155 holding.
  • DeDora Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • DeDora Capital's iShares Core S&P Small-Cap ETF position peaked at $116K in Q4 2019.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.