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

Dentgroup’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
2025
Q4 		$257K Sell
2,135
-85
-4% -$10.2K 0.18% 85
2025
Q3 		$264K Sell
2,220
-8
-0.4% -$920 0.17% 86
2025
Q2 		$244K Sell
2,228
-1,358
-38% -$140K 0.17% 81
2025
Q1 		$375K Sell
3,586
-311
-8% -$35.1K 0.28% 71
2024
Q4 		$449K Sell
3,897
-28
-0.7% -$3.35K 0.34% 64
2024
Q3 		$459K Sell
3,925
-4
-0.1% -$452 0.34% 64
2024
Q2 		$419K Sell
3,929
-1,146
-23% -$123K 0.34% 64
2024
Q1 		$561K Buy
5,075
+15
+0.3% +$1.59K 0.46% 50
2023
Q4 		$548K Buy
5,060
+87
+2% +$8.38K 0.49% 46
2023
Q3 		$469K Buy
4,973
+141
+3% +$14.1K 0.35% 69
2023
Q2 		$482K Sell
4,832
-74
-2% -$7.05K 0.35% 69
2023
Q1 		$474K Sell
4,906
-377
-7% -$37.7K 0.38% 66
2022
Q4 		$500K Sell
5,283
-762
-13% -$73.1K 0.43% 56
2022
Q3 		$542K Buy
6,045
+741
+14% +$72K 0.54% 49
2022
Q2 		$490K Sell
5,304
-3,178
-37% -$316K 0.55% 50
2022
Q1 		$915K Sell
8,482
-129
-1% -$13.9K 0.88% 33
2021
Q4 		$986K Buy
+8,611
New +$981K 0.93% 33

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dentgroup's IJR Position: Q4 2025 in Review

Dentgroup reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q4 2025, selling an estimated $10.2K and leaving 2,135 shares worth $257K. The position accounts for 0.18% of the portfolio, ranked #85.

Dentgroup first reported a position in IJR in Q4 2021 and has held it in 17 quarters since. The position peaked at $986K in Q4 2021. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Dentgroup held 2,135 shares of iShares Core S&P Small-Cap ETF worth $257K as of Q4 2025.
  • Dentgroup sold 85 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $10.2K.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Dentgroup's portfolio in Q4 2025, its #85 holding.
  • Dentgroup first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Dentgroup's iShares Core S&P Small-Cap ETF position peaked at $986K in Q4 2021.
  • 2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.