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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diversify Advisory Services's IJR Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 16,801 shares — an estimated $2.16M sold.

Diversify Advisory Services first reported a position in IJR in Q1 2024 and held it in 8 quarters. The position peaked at $2.16M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Diversify Advisory Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 16,801 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.16M.
Diversify Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $2.16M in Q4 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.