Diversify Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Diversify Advisory Services’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	$8.31M	Buy	+57,082	New	+$7.83M	0.14%	156
2026 Q1	–	Sell	-16,801	Closed	-$2.16M	–	527
2025 Q4	$2.16M	Sell	16,801 -222	-1%	-$26.5K	0.07%	214
2025 Q3	$2.01M	Sell	17,023 -119	-0.7%	-$13.7K	0.07%	209
2025 Q2	$1.96M	Buy	17,142 +4,281	+33%	+$443K	0.08%	191
2025 Q1	$1.3M	Sell	12,861 -4,998	-28%	-$564K	0.08%	174
2024 Q4	$2.02M	Buy	17,859 +192	+1%	+$22.9K	0.11%	133
2024 Q3	$2.04M	Buy	17,667 +1,972	+13%	+$223K	0.11%	164
2024 Q2	$1.66M	Buy	15,695 +2,239	+17%	+$240K	0.09%	178
2024 Q1	$1.47M	Buy	+13,456	New	+$1.43M	0.09%	186

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 22.9% 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

Diversify Advisory Services's IJR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 57,082 shares worth $8.31M. The stake represents 0.14% of the portfolio and ranks #156 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IJR as recently as Q4 2025.

Diversify Advisory Services first reported a position in IJR in Q1 2024 and has held it in 9 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Diversify Advisory Services held 57,082 shares of iShares Core S&P Small-Cap ETF worth $8.31M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.14% of Diversify Advisory Services's portfolio in Q2 2026, its #156 holding.
Diversify Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.