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

Diversified Portfolios Inc’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	$3.73M	Sell	25,174 -1,105	-4%	-$152K	0.27%	55
2026 Q1	$3.27M	Sell	26,279 -1,976	-7%	-$251K	0.27%	53
2025 Q4	$3.4M	Buy	28,255 +2,233	+9%	+$267K	0.28%	52
2025 Q3	$3.09M	Buy	26,022 +352	+1%	+$40.5K	0.27%	53
2025 Q2	$2.81M	Buy	25,670 +2,612	+11%	+$270K	0.27%	56
2025 Q1	$2.41M	Buy	23,058 +2,759	+14%	+$311K	0.25%	56
2024 Q4	$2.34M	Buy	20,299 +33	+0.2%	+$3.94K	0.26%	59
2024 Q3	$2.37M	Sell	20,266 -96	-0.5%	-$10.8K	0.27%	58
2024 Q2	$2.17M	Sell	20,362 -649	-3%	-$69.4K	0.29%	53
2024 Q1	$2.32M	Buy	21,011 +705	+3%	+$74.9K	0.33%	49
2023 Q4	$2.2M	Buy	20,306 +1,846	+10%	+$178K	0.35%	47
2023 Q3	$1.74M	Buy	18,460 +127	+0.7%	+$12.7K	0.33%	46
2023 Q2	$1.83M	Buy	18,333 +2,151	+13%	+$205K	0.37%	45
2023 Q1	$1.56M	Buy	16,182 +2,744	+20%	+$274K	0.35%	43
2022 Q4	$1.27M	Buy	+13,438	New	+$1.29M	0.29%	46
2022 Q3	–	Sell	-2,754	Closed	-$254K	–	136
2022 Q2	$254K	Buy	2,754 +401	+17%	+$39.9K	0.07%	110
2022 Q1	$254K	Buy	+2,353	New	+$254K	0.06%	119

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

Diversified Portfolios Inc's IJR Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.2% in Q2 2026, selling an estimated $152K and leaving 25,174 shares worth $3.73M. The position accounts for 0.27% of the portfolio, ranked #55.

Diversified Portfolios Inc first reported a position in IJR in Q1 2022 and has held it in 17 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Diversified Portfolios Inc held 25,174 shares of iShares Core S&P Small-Cap ETF worth $3.73M as of Q2 2026.
Diversified Portfolios Inc sold 1,105 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $152K.
iShares Core S&P Small-Cap ETF made up 0.27% of Diversified Portfolios Inc's portfolio in Q2 2026, its #55 holding.
Diversified Portfolios Inc first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.