DiNuzzo Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

DiNuzzo Private Wealth’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	$116K	Hold	780	–	–	0.01%	99
2026 Q1	$97K	Hold	780	–	–	0.01%	105
2025 Q4	$93.7K	Hold	780	–	–	0.01%	107
2025 Q3	$92.1K	Hold	780	–	–	0.01%	109
2025 Q2	$85.2K	Hold	780	–	–	0.01%	111
2025 Q1	$81.6K	Hold	780	–	–	0.01%	114
2024 Q4	$89.9K	Hold	780	–	–	0.01%	109
2024 Q3	$91.2K	Hold	780	–	–	0.01%	110
2024 Q2	$83.2K	Hold	780	–	–	0.01%	82
2024 Q1	$86.2K	Hold	780	–	–	0.01%	72
2023 Q4	$84.4K	Buy	+780	New	+$75.2K	0.01%	70

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

DiNuzzo Private Wealth's IJR Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 780 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #99.

DiNuzzo Private Wealth first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,272 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

DiNuzzo Private Wealth held 780 shares of iShares Core S&P Small-Cap ETF worth $116K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #99 holding.
DiNuzzo Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,272 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.