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Dudley Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Dudley Capital Management’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 		$306K Sell
2,064
-219
-10% -$30.1K 0.12% 118
2026
Q1 		$284K Hold
2,283
– – 0.13% 106
2025
Q4 		$274K Sell
2,283
-250
-10% -$29.9K 0.12% 110
2025
Q3 		$301K Buy
2,533
+219
+9% +$25.2K 0.14% 108
2025
Q2 		$253K Sell
2,314
-17,320
-88% -$1.79M 0.13% 108
2025
Q1 		$2.05M Buy
19,634
+1,547
+9% +$175K 1.08% 29
2024
Q4 		$2.08M Buy
18,087
+934
+5% +$112K 1.05% 27
2024
Q3 		$2.01M Buy
17,153
+727
+4% +$82.1K 1.04% 28
2024
Q2 		$1.75M Buy
16,426
+1,346
+9% +$144K 0.97% 27
2024
Q1 		$1.65M Buy
15,080
+11,344
+304% +$1.2M 0.96% 28
2023
Q4 		$404K Buy
+3,736
New +$360K 0.26% 78

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

Dudley Capital Management's IJR Position: Q2 2026 in Review

Dudley Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.6% in Q2 2026, selling an estimated $30.1K and leaving 2,064 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #118.

Dudley Capital Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q4 2024. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Dudley Capital Management held 2,064 shares of iShares Core S&P Small-Cap ETF worth $306K as of Q2 2026.
  • Dudley Capital Management sold 219 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $30.1K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Dudley Capital Management's portfolio in Q2 2026, its #118 holding.
  • Dudley Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Dudley Capital Management's iShares Core S&P Small-Cap ETF position peaked at $2.08M in Q4 2024.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.