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

Destiny 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 Q1	$3.48M	Buy	28,006 +555	+2%	+$70.5K	1.86%	10
2025 Q4	$3.3M	Buy	27,451 +16,052	+141%	+$1.92M	1.7%	11
2025 Q3	$1.35M	Buy	11,399 +1,382	+14%	+$159K	0.74%	16
2025 Q2	$1.09M	Buy	10,017 +1,574	+19%	+$163K	0.66%	19
2025 Q1	$883K	Sell	8,443 -5,179	-38%	-$584K	0.6%	21
2024 Q4	$1.57M	Buy	13,622 +810	+6%	+$96.8K	0.95%	17
2024 Q3	$1.47M	Buy	12,812 +3,751	+41%	+$424K	0.91%	18
2024 Q2	$966K	Buy	9,061 +981	+12%	+$105K	0.66%	21
2024 Q1	$893K	Buy	8,080 +641	+9%	+$68.1K	0.62%	21
2023 Q4	$805K	Buy	+7,439	New	+$717K	0.56%	24
2023 Q2	$408K	Buy	4,095 +1,627	+66%	+$155K	0.32%	33
2023 Q1	$239K	Buy	+2,468	New	+$247K	0.19%	42

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Destiny Capital's IJR Position: Q1 2026 in Review

Destiny Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q1 2026, buying an estimated $70.5K and bringing the position to 28,006 shares worth $3.48M. The position accounts for 1.86% of the portfolio, ranked #10.

Destiny Capital first reported a position in IJR in Q1 2023 and has held it in 12 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Destiny Capital held 28,006 shares of iShares Core S&P Small-Cap ETF worth $3.48M as of Q1 2026.
Destiny Capital bought 555 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $70.5K.
iShares Core S&P Small-Cap ETF made up 1.86% of Destiny Capital's portfolio in Q1 2026, its #10 holding.
Destiny Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 12 quarters since.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.