Dynamic Advisor Solutions
IJR icon

Dynamic Advisor Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Dynamic Advisor Solutions’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
2021
Q2 		– Sell
-500
Closed -$1K – 781
2021
Q1 		$1K Buy
+500
New +$52.3K ﹤0.01% 688

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Dynamic Advisor Solutions's IJR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q3 2026, selling an estimated $66.6K and leaving 21,031 shares worth $2.86M. The position accounts for 0.08% of the portfolio, ranked #241.

Dynamic Advisor Solutions first reported a position in IJR in Q4 2015 and has held it in 42 quarters since. The position peaked at $21.4M in Q3 2024. 776 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Dynamic Advisor Solutions held 21,031 shares of iShares Core S&P Small-Cap ETF worth $2.86M as of Q3 2026.
  • Dynamic Advisor Solutions sold 460 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $66.6K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #241 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Dynamic Advisor Solutions's iShares Core S&P Small-Cap ETF position peaked at $21.4M in Q3 2024.
  • 776 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.