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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diversified Portfolios Inc's IJR Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7% in Q1 2026, selling an estimated $251K and leaving 26,279 shares worth $3.27M. The position accounts for 0.27% of the portfolio, ranked #53.

Diversified Portfolios Inc first reported a position in IJR in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.4M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Diversified Portfolios Inc held 26,279 shares of iShares Core S&P Small-Cap ETF worth $3.27M as of Q1 2026.
  • Diversified Portfolios Inc sold 1,976 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $251K.
  • iShares Core S&P Small-Cap ETF made up 0.27% of Diversified Portfolios Inc's portfolio in Q1 2026, its #53 holding.
  • Diversified Portfolios Inc first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
  • Diversified Portfolios Inc's iShares Core S&P Small-Cap ETF position peaked at $3.4M in Q4 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.