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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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diversified Enterprises's IJR Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.1% in Q2 2026, selling an estimated $549 and leaving 3,963 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #231.

Diversified Enterprises first reported a position in IJR in Q3 2024 and has held it in 5 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Diversified Enterprises held 3,963 shares of iShares Core S&P Small-Cap ETF worth $588K as of Q2 2026.
  • Diversified Enterprises sold 4 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $549.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Diversified Enterprises's portfolio in Q2 2026, its #231 holding.
  • Diversified Enterprises first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.