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DT Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

DT Investment Partners’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 		$194K Hold
1,305
– – 0.01% 155
2026
Q1 		$162K Buy
+1,305
New +$166K 0.01% 160
2025
Q2 		– Sell
-3,607
Closed -$377K – 538
2025
Q1 		$377K Sell
3,607
-2,800
-44% -$316K 0.04% 118
2024
Q4 		$738K Buy
6,407
+1,653
+35% +$197K 0.06% 101
2024
Q3 		$556K Hold
4,754
– – 0.05% 109
2024
Q2 		$507K Sell
4,754
-100
-2% -$10.7K 0.04% 106
2024
Q1 		$536K Buy
4,854
+110
+2% +$11.7K 0.05% 97
2023
Q4 		$506K Sell
4,744
-974
-17% -$93.9K 0.05% 101
2023
Q3 		$539K Sell
5,718
-764
-12% -$76.3K 0.07% 92
2023
Q2 		$678K Buy
6,482
+310
+5% +$29.5K 0.08% 98
2023
Q1 		$580K Sell
6,172
-172
-3% -$17.2K 0.07% 100
2022
Q4 		$600K Hold
6,344
– – 0.08% 97
2022
Q3 		$553K Sell
6,344
-1,751
-22% -$170K 0.09% 93
2022
Q2 		$748K Buy
8,095
+136
+2% +$13.5K 0.11% 92
2022
Q1 		$859K Buy
7,959
+1,824
+30% +$197K 0.11% 97
2021
Q4 		$703K Buy
6,135
+370
+6% +$42.2K 0.09% 92
2021
Q3 		$629K Buy
5,765
+2,916
+102% +$321K 0.08% 100
2021
Q2 		$322K Hold
2,849
– – 0.04% 106
2021
Q1 		$309K Sell
2,849
-432
-13% -$45.2K 0.04% 110
2020
Q4 		$302K Sell
3,281
-3,323
-50% -$273K 0.05% 102
2020
Q3 		$464K Buy
6,604
+750
+13% +$53.8K 0.07% 86
2020
Q2 		$400K Buy
+5,854
New +$370K 0.05% 87
2019
Q2 		– Sell
-7,530
Closed -$581K – 75
2019
Q1 		$581K Sell
7,530
-12,125
-62% -$931K 0.08% 51
2018
Q4 		$1.36M Sell
19,655
-317,505
-94% -$24.5M 0.22% 55
2018
Q3 		$29.4M Sell
337,160
-27,894
-8% -$2.44M 4.21% 9
2018
Q2 		$30.5M Sell
365,054
-8,060
-2% -$657K 4.71% 7
2018
Q1 		$28.7M Sell
373,114
-12,263
-3% -$954K 4.46% 7
2017
Q4 		$29.6M Buy
385,377
+7,638
+2% +$576K 4.69% 6
2017
Q3 		$28M Buy
377,739
+13,846
+4% +$970K 4.7% 6
2017
Q2 		$25.5M Buy
363,893
+8,805
+2% +$610K 4.92% 6
2017
Q1 		$24.6M Buy
355,088
+2,552
+0.7% +$176K 5.54% 5
2016
Q4 		$24.2M Buy
352,536
+66,420
+23% +$4.28M 6.13% 4
2016
Q3 		$17.8M Buy
286,116
+2,614
+0.9% +$160K 4.56% 7
2016
Q2 		$16.5M Buy
283,502
+9,660
+4% +$551K 4.47% 6
2016
Q1 		$15.4M Buy
273,842
+11,582
+4% +$605K 4.36% 6
2015
Q4 		$14.4M Sell
262,260
-1,002
-0.4% -$56.5K 4.3% 7
2015
Q3 		$14M Buy
263,262
+1,220
+0.5% +$69.2K 4.35% 7
2015
Q2 		$15.4M Buy
262,042
+13,018
+5% +$770K 4% 6
2015
Q1 		$14.7M Sell
249,024
-72,334
-23% -$4.14M 4.45% 6
2014
Q4 		$18.3M Buy
321,358
+1,120
+0.3% +$61.1K 5.74% 5
2014
Q3 		$16.7M Buy
320,238
+16,188
+5% +$881K 5.42% 5
2014
Q2 		$17M Buy
304,050
+24,518
+9% +$1.33M 5.84% 5
2014
Q1 		$15.4M Sell
279,532
-16,240
-5% -$878K 6.09% 5
2013
Q4 		$16.1M Sell
295,772
-12,032
-4% -$629K 6.6% 4
2013
Q3 		$15.4M Buy
307,804
+36,776
+14% +$1.78M 6.29% 5
2013
Q2 		$12.2M Buy
+271,028
New +$12M 5.75% 6

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
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
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

DT Investment Partners's IJR Position: Q2 2026 in Review

DT Investment Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,305 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #155.

DT Investment Partners first reported a position in IJR in Q2 2013 and has held it in 46 quarters since. The position peaked at $30.5M in Q2 2018. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • DT Investment Partners held 1,305 shares of iShares Core S&P Small-Cap ETF worth $194K as of Q2 2026.
  • DT Investment Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.01% of DT Investment Partners's portfolio in Q2 2026, its #155 holding.
  • DT Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 46 quarters since.
  • DT Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $30.5M in Q2 2018.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.