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

Diversify Wealth Management’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 +97	+0.2%	+$13.3K	0.14%	156
2026 Q1	$7.68M	Buy	56,985 +50,120	+730%	+$6.37M	0.14%	163
2025 Q4	$869K	Buy	6,865 +2,799	+69%	+$335K	0.04%	346
2025 Q3	$480K	Buy	4,066 +1,213	+43%	+$140K	0.03%	386
2025 Q2	$326K	Sell	2,853 -245	-8%	-$25.3K	0.02%	441
2025 Q1	$312K	Sell	3,098 -452	-13%	-$51K	0.02%	430
2024 Q4	$401K	Buy	3,550 +621	+21%	+$74.2K	0.03%	381
2024 Q3	$336K	Buy	+2,929	New	+$331K	0.03%	375

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 Wealth Management's IJR Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.17% in Q2 2026, buying an estimated $13.3K and bringing the position to 57,082 shares worth $8.31M. The position accounts for 0.14% of the portfolio, ranked #156.

Diversify Wealth Management first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Diversify Wealth Management held 57,082 shares of iShares Core S&P Small-Cap ETF worth $8.31M as of Q2 2026.
Diversify Wealth Management bought 97 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.3K.
iShares Core S&P Small-Cap ETF made up 0.14% of Diversify Wealth Management's portfolio in Q2 2026, its #156 holding.
Diversify Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 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 Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.