Doliver Advisors
IJR icon

Doliver Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Doliver Advisors’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 		$609K Hold
4,477
– – 0.13% 103
2026
Q2 		$664K Hold
4,477
– – 0.15% 107
2026
Q1 		$557K Sell
4,477
-20
-0.4% -$2.54K 0.13% 111
2025
Q4 		$540K Hold
4,497
– – 0.14% 110
2025
Q3 		$534K Sell
4,497
-105
-2% -$12.1K 0.14% 111
2025
Q2 		$503K Sell
4,602
-197
-4% -$20.4K 0.14% 107
2025
Q1 		$502K Buy
4,799
+227
+5% +$25.6K 0.14% 101
2024
Q4 		$527K Sell
4,572
-110
-2% -$13.1K 0.15% 96
2024
Q3 		$548K Sell
4,682
-361
-7% -$40.8K 0.15% 89
2024
Q2 		$538K Sell
5,043
-1
-0% -$107 0.15% 88
2024
Q1 		$557K Sell
5,044
-2
-0% -$212 0.16% 90
2023
Q4 		$546K Sell
5,046
-100
-2% -$9.6K 0.17% 83
2023
Q3 		$485K Buy
5,146
+70
+1% +$6.99K 0.15% 89
2023
Q2 		$506K Hold
5,076
– – 0.15% 94
2023
Q1 		$491K Buy
+5,076
New +$507K 0.15% 89
2021
Q4 		– Sell
-2,115
Closed -$231K – 175
2021
Q3 		$231K Buy
+2,115
New +$233K 0.08% 148

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Doliver Advisors's IJR Position: Q3 2026 in Review

Doliver Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 4,477 shares worth $609K. The position accounts for 0.13% of the portfolio, ranked #103.

Doliver Advisors first reported a position in IJR in Q3 2021 and has held it in 16 quarters since. The position peaked at $664K in Q2 2026. 1,975 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Doliver Advisors held 4,477 shares of iShares Core S&P Small-Cap ETF worth $609K as of Q3 2026.
  • Doliver Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Doliver Advisors's portfolio in Q3 2026, its #103 holding.
  • Doliver Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 16 quarters since.
  • Doliver Advisors's iShares Core S&P Small-Cap ETF position peaked at $664K in Q2 2026.
  • 1,975 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.