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

DKM 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 Q3	$449K	Sell	3,301 -51	-2%	-$7.38K	0.28%	36
2026 Q2	$497K	Sell	3,352 -63	-2%	-$8.65K	0.33%	32
2026 Q1	$425K	Sell	3,415 -315	-8%	-$40K	0.31%	34
2025 Q4	$448K	Sell	3,730 -100	-3%	-$12K	0.33%	33
2025 Q3	$455K	Sell	3,830 -40	-1%	-$4.6K	0.37%	35
2025 Q2	$423K	Sell	3,870 -816	-17%	-$84.4K	0.36%	33
2025 Q1	$490K	Sell	4,686 -154	-3%	-$17.4K	0.48%	26
2024 Q4	$558K	Buy	+4,840	New	+$578K	0.53%	23

Other funds holding IJR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

DKM Wealth Management's IJR Position: Q3 2026 in Review

DKM Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q3 2026, selling an estimated $7.38K and leaving 3,301 shares worth $449K. The position accounts for 0.28% of the portfolio, ranked #36.

DKM Wealth Management first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $558K in Q4 2024. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

DKM Wealth Management held 3,301 shares of iShares Core S&P Small-Cap ETF worth $449K as of Q3 2026.
DKM Wealth Management sold 51 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $7.38K.
iShares Core S&P Small-Cap ETF made up 0.28% of DKM Wealth Management's portfolio in Q3 2026, its #36 holding.
DKM Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $558K in Q4 2024.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.