Donor Advised Charitable Giving’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Sell |
6,801
-167
| -2% | -$22.9K | 0.02% | 19 |
|
|
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
Donor Advised Charitable Giving's IJR Position: Q2 2026 in Review
Donor Advised Charitable Giving reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $22.9K and leaving 6,801 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #19.
Donor Advised Charitable Giving first reported a position in IJR in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.02M in Q2 2025. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Donor Advised Charitable Giving held 6,801 shares of iShares Core S&P Small-Cap ETF worth $1.01M as of Q2 2026.
- Donor Advised Charitable Giving sold 167 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $22.9K.
- iShares Core S&P Small-Cap ETF made up 0.02% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #19 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 35 quarters since.
- Donor Advised Charitable Giving's iShares Core S&P Small-Cap ETF position peaked at $1.02M in Q2 2025.
- 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.