DHJJ Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

DHJJ Financial Advisors’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 Q2	$1.87M	Sell	12,597 -139	-1%	-$19.1K	0.54%	31
2026 Q1	$1.58M	Sell	12,736 -65	-0.5%	-$8.26K	0.52%	34
2025 Q4	$1.54M	Sell	12,801 -583	-4%	-$69.7K	0.51%	37
2025 Q3	$1.59M	Sell	13,384 -283	-2%	-$32.5K	0.54%	34
2025 Q2	$1.49M	Buy	13,667 +811	+6%	+$83.8K	0.54%	33
2025 Q1	$1.34M	Buy	12,856 +7	+0.1%	+$790	0.54%	37
2024 Q4	$1.48M	Sell	12,849 -277	-2%	-$33.1K	0.58%	31
2024 Q3	$1.54M	Buy	13,126 +12,786	+3,761%	+$1.44M	0.61%	32
2024 Q2	$36.2K	Buy	340 +273	+407%	+$29.2K	0.02%	316
2024 Q1	$7.37K	Hold	67	–	–	﹤0.01%	474
2023 Q4	$7.21K	Buy	67 +1	+2%	+$96	﹤0.01%	468
2023 Q3	$6.27K	Buy	+66	New	+$6.59K	﹤0.01%	472

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DHJJ Financial Advisors's IJR Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, selling an estimated $19.1K and leaving 12,597 shares worth $1.87M. The position accounts for 0.54% of the portfolio, ranked #31.

DHJJ Financial Advisors first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

DHJJ Financial Advisors held 12,597 shares of iShares Core S&P Small-Cap ETF worth $1.87M as of Q2 2026.
DHJJ Financial Advisors sold 139 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $19.1K.
iShares Core S&P Small-Cap ETF made up 0.54% of DHJJ Financial Advisors's portfolio in Q2 2026, its #31 holding.
DHJJ Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.