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 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%	-$9.64K	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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Doliver Advisors's IJR Position: Q2 2026 in Review

Doliver Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,477 shares worth $664K. The position accounts for 0.15% of the portfolio, ranked #107.

Doliver Advisors first reported a position in IJR in Q3 2021 and has held it in 15 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Doliver Advisors held 4,477 shares of iShares Core S&P Small-Cap ETF worth $664K as of Q2 2026.
Doliver Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.15% of Doliver Advisors's portfolio in Q2 2026, its #107 holding.
Doliver Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 15 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.