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Donor Advised Charitable Giving’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Donor Advised Charitable Giving’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 		$866K Buy
6,968
+227
+3% +$28.8K 0.02% 18
2025
Q4 		$810K Sell
6,741
-239
-3% -$28.6K 0.02% 21
2025
Q3 		$829K Sell
6,980
-2,389
-25% -$275K 0.02% 23
2025
Q2 		$1.02M Buy
9,369
+956
+11% +$98.8K 0.02% 21
2025
Q1 		$880K Buy
8,413
+1,494
+22% +$169K 0.03% 22
2024
Q4 		$797K Buy
6,919
+1,484
+27% +$177K 0.02% 23
2024
Q3 		$636K Sell
5,435
-152
-3% -$17.2K 0.02% 26
2024
Q2 		$596K Buy
5,587
+315
+6% +$33.7K 0.01% 27
2024
Q1 		$583K Sell
5,272
-114
-2% -$12.1K 0.02% 22
2023
Q4 		$583K Buy
5,386
+282
+6% +$27.2K 0.03% 23
2023
Q3 		$481K Sell
5,104
-94
-2% -$9.39K 0.03% 16
2023
Q2 		$518K Buy
5,198
+279
+6% +$26.6K 0.03% 18
2023
Q1 		$476K Buy
4,919
+216
+5% +$21.6K 0.04% 28
2022
Q4 		$445K Buy
4,703
+69
+1% +$6.62K 0.07% 29
2022
Q3 		$404K Sell
4,634
-144
-3% -$14K 0.09% 27
2022
Q2 		$442K Sell
4,778
-1,440
-23% -$143K 0.08% 27
2022
Q1 		$671K Sell
6,218
-800
-11% -$86.3K 0.07% 24
2021
Q4 		$804K Buy
7,018
+1,792
+34% +$204K 0.08% 20
2021
Q3 		$571K Sell
5,226
-1,407
-21% -$155K 0.1% 26
2021
Q2 		$749K Sell
6,633
-391
-6% -$43.6K 0.08% 76
2021
Q1 		$762K Sell
7,024
-2,388
-25% -$250K 0.08% 74
2020
Q4 		$865K Buy
9,412
+1,315
+16% +$108K 0.12% 71
2020
Q3 		$569K Buy
8,097
+3,460
+75% +$248K 0.17% 20
2020
Q2 		$317K Sell
4,637
-827
-15% -$52.2K 0.12% 37
2020
Q1 		$307K Sell
5,464
-40
-0.7% -$2.98K 0.16% 31
2019
Q4 		$462K Sell
5,504
-348
-6% -$28K 0.25% 23
2019
Q3 		$456K Sell
5,852
-3,528
-38% -$273K 0.36% 21
2019
Q2 		$734K Sell
9,380
-335
-3% -$26K 0.59% 15
2019
Q1 		$749K Buy
9,715
+2,230
+30% +$171K 0.63% 10
2018
Q4 		$519K Buy
7,485
+819
+12% +$63.3K 0.61% 11
2018
Q3 		$581K Buy
6,666
+413
+7% +$36.2K 0.42% 10
2018
Q2 		$522K Sell
6,253
-669
-10% -$54.5K 0.42% 8
2018
Q1 		$533K Buy
6,922
+1,367
+25% +$106K 0.41% 8
2017
Q4 		$427K Buy
+5,555
New +$419K 0.36% 10

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Donor Advised Charitable Giving's IJR Position: Q1 2026 in Review

Donor Advised Charitable Giving increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q1 2026, buying an estimated $28.8K and bringing the position to 6,968 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #18.

Donor Advised Charitable Giving first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.02M in Q2 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Donor Advised Charitable Giving held 6,968 shares of iShares Core S&P Small-Cap ETF worth $866K as of Q1 2026.
  • Donor Advised Charitable Giving bought 227 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $28.8K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Donor Advised Charitable Giving's portfolio in Q1 2026, its #18 holding.
  • Donor Advised Charitable Giving first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Donor Advised Charitable Giving's iShares Core S&P Small-Cap ETF position peaked at $1.02M in Q2 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.