Diversified Enterprises
IJR icon

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

Diversified Enterprises’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
Q3 		$556K Buy
4,091
+128
+3% +$18.5K 0.03% 259
2026
Q2 		$588K Sell
3,963
-4
-0.1% -$549 0.03% 231
2026
Q1 		$493K Buy
+3,967
New +$504K 0.03% 243
2025
Q2 		– Sell
-3,439
Closed -$360K – 321
2025
Q1 		$360K Buy
3,439
+846
+33% +$95.5K 0.03% 199
2024
Q4 		$299K Buy
2,593
+590
+29% +$70.5K 0.03% 189
2024
Q3 		$234K Buy
+2,003
New +$226K 0.03% 208

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Diversified Enterprises's IJR Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q3 2026, buying an estimated $18.5K and bringing the position to 4,091 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #259.

Diversified Enterprises first reported a position in IJR in Q3 2024 and has held it in 6 quarters since. The position peaked at $588K in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Diversified Enterprises held 4,091 shares of iShares Core S&P Small-Cap ETF worth $556K as of Q3 2026.
  • Diversified Enterprises bought 128 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $18.5K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #259 holding.
  • Diversified Enterprises first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
  • Diversified Enterprises's iShares Core S&P Small-Cap ETF position peaked at $588K in Q2 2026.
  • 1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.