Destination Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $104M | Sell |
838,038
-2,356
| -0.3% | -$299K | 2.71% | 3 |
|
|
2025
Q4 | $101M | Buy |
840,394
+3,689
| +0.4% | +$441K | 2.64% | 3 |
|
|
2025
Q3 | $99.4M | Buy |
836,705
+6,552
| +0.8% | +$754K | 2.74% | 3 |
|
|
2025
Q2 | $90.7M | Buy |
830,153
+33,368
| +4% | +$3.45M | 2.66% | 4 |
|
|
2025
Q1 | $83.3M | Buy |
796,785
+22,209
| +3% | +$2.51M | 2.63% | 4 |
|
|
2024
Q4 | $89.2M | Sell |
774,576
-14,770
| -2% | -$1.76M | 2.79% | 4 |
|
|
2024
Q3 | $92.3M | Buy |
789,346
+2,487
| +0.3% | +$281K | 2.86% | 4 |
|
|
2024
Q2 | $83.9M | Buy |
786,859
+336
| +0% | +$35.9K | 2.77% | 4 |
|
|
2024
Q1 | $86.9M | Buy |
786,523
+10,894
| +1% | +$1.16M | 2.89% | 4 |
|
|
2023
Q4 | $84M | Sell |
775,629
-5,396
| -0.7% | -$520K | 2.91% | 5 |
|
|
2023
Q3 | $73.7M | Buy |
781,025
+5,973
| +0.8% | +$597K | 2.86% | 5 |
|
|
2023
Q2 | $77.2M | Buy |
775,052
+17,667
| +2% | +$1.68M | 2.88% | 5 |
|
|
2023
Q1 | $73.2M | Buy |
757,385
+3,515
| +0.5% | +$351K | 2.78% | 5 |
|
|
2022
Q4 | $71.3M | Sell |
753,870
-9,524
| -1% | -$913K | 2.84% | 6 |
|
|
2022
Q3 | $66.6M | Buy |
763,394
+4,769
| +0.6% | +$463K | 2.8% | 6 |
|
|
2022
Q2 | $70.1M | Sell |
758,625
-5,660
| -0.7% | -$563K | 2.83% | 5 |
|
|
2022
Q1 | $82.5M | Buy |
764,285
+3,019
| +0.4% | +$326K | 3.06% | 4 |
|
|
2021
Q4 | $87.2M | Buy |
761,266
+13,640
| +2% | +$1.55M | 3.09% | 4 |
|
|
2021
Q3 | $81.6M | Buy |
747,626
+11,382
| +2% | +$1.25M | 3.17% | 4 |
|
|
2021
Q2 | $83.2M | Sell |
736,244
-29,332
| -4% | -$3.27M | 3.21% | 4 |
|
|
2021
Q1 | $83.1M | Sell |
765,576
-99,487
| -12% | -$10.4M | 3.43% | 4 |
|
|
2020
Q4 | $79.5M | Sell |
865,063
-33,931
| -4% | -$2.79M | 3.46% | 4 |
|
|
2020
Q3 | $63.1M | Sell |
898,994
-26,610
| -3% | -$1.91M | 3.2% | 4 |
|
|
2020
Q2 | $63.2M | Buy |
925,604
+111,605
| +14% | +$7.05M | 3.42% | 4 |
|
|
2020
Q1 | $45.7M | Buy |
813,999
+47,763
| +6% | +$3.56M | 2.8% | 7 |
|
|
2019
Q4 | $64.2M | Sell |
766,236
-384
| -0.1% | -$30.9K | 3.27% | 6 |
|
|
2019
Q3 | $59.7M | Buy |
766,620
+26,270
| +4% | +$2.03M | 3.23% | 5 |
|
|
2019
Q2 | $58M | Buy |
740,350
+22,938
| +3% | +$1.78M | 3.19% | 5 |
|
|
2019
Q1 | $55.3M | Buy |
717,412
+25,774
| +4% | +$1.98M | 3.11% | 5 |
|
|
2018
Q4 | $47.9M | Buy |
691,638
+12,914
| +2% | +$998K | 2.89% | 6 |
|
|
2018
Q3 | $59.2M | Sell |
678,724
-15,083
| -2% | -$1.32M | 3.29% | 6 |
|
|
2018
Q2 | $57.9M | Sell |
693,807
-15,500
| -2% | -$1.26M | 3.48% | 5 |
|
|
2018
Q1 | $54.6M | Buy |
709,307
+1,185
| +0.2% | +$92.2K | 3.32% | 5 |
|
|
2017
Q4 | $54.4M | Sell |
708,122
-6,056
| -0.8% | -$457K | 3.3% | 5 |
|
|
2017
Q3 | $53M | Buy |
714,178
+8,498
| +1% | +$596K | 3.39% | 5 |
|
|
2017
Q2 | $49.5M | Buy |
705,680
+5,318
| +0.8% | +$368K | 3.3% | 5 |
|
|
2017
Q1 | $48.4M | Sell |
700,362
-11,906
| -2% | -$821K | 3.33% | 5 |
|
|
2016
Q4 | $49M | Sell |
712,268
-13,108
| -2% | -$845K | 3.6% | 4 |
|
|
2016
Q3 | $45M | Sell |
725,376
-16,686
| -2% | -$1.02M | 3.48% | 4 |
|
|
2016
Q2 | $43.1M | Sell |
742,062
-144,956
| -16% | -$8.26M | 3.55% | 4 |
|
|
2016
Q1 | $48.8M | Hold |
887,018
| – | – | 4.68% | 2 |
|
|
2015
Q4 | $48.8M | Sell |
887,018
-30,772
| -3% | -$1.73M | 4.68% | 2 |
|
|
2015
Q3 | $48.9M | Sell |
917,790
-400,536
| -30% | -$22.7M | 5.43% | 1 |
|
|
2015
Q2 | $77.7M | Buy |
1,318,326
+393,808
| +43% | +$23.3M | 5.14% | 1 |
|
|
2015
Q1 | $54.6M | Sell |
924,518
-40,000
| -4% | -$2.29M | 5.91% | 2 |
|
|
2014
Q4 | $55M | Sell |
964,518
-290
| -0% | -$15.8K | 5.57% | 2 |
|
|
2014
Q3 | $50.3M | Buy |
964,808
+287,044
| +42% | +$15.6M | 5.26% | 2 |
|
|
2014
Q2 | $38M | Sell |
677,764
-10,332
| -2% | -$559K | 3.92% | 2 |
|
|
2014
Q1 | $37.9M | Sell |
688,096
-5,768
| -0.8% | -$312K | 4.06% | 3 |
|
|
2013
Q4 | $37.9M | Sell |
693,864
-21,558
| -3% | -$1.13M | 3.97% | 2 |
|
|
2013
Q3 | $35.7M | Sell |
715,422
-3,276
| -0.5% | -$158K | 4.13% | 2 |
|
|
2013
Q2 | $32.5M | Buy |
+718,698
| New | +$31.8M | 3.97% | 3 |
|
Other funds holding IJR
Destination Wealth Management's IJR Position: Q1 2026 in Review
Destination Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.28% in Q1 2026, selling an estimated $299K and leaving 838,038 shares worth $104M. The position accounts for 2.71% of the portfolio, ranked #3.
Destination Wealth Management first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Destination Wealth Management held 838,038 shares of iShares Core S&P Small-Cap ETF worth $104M as of Q1 2026.
- Destination Wealth Management sold 2,356 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $299K.
- iShares Core S&P Small-Cap ETF made up 2.71% of Destination Wealth Management's portfolio in Q1 2026, its #3 holding.
- Destination Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.