DWM
IJR icon

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

Dynasty Wealth 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
Q1 		– Sell
-106,106
Closed -$12.8M – 362
2025
Q4 		$12.8M Sell
106,106
-551,959
-84% -$66M 0.13% 62
2025
Q3 		$78.2M Buy
658,065
+33,203
+5% +$3.82M 1.04% 25
2025
Q2 		$68.3M Sell
624,862
-25,001
-4% -$2.58M 1.16% 27
2025
Q1 		$68M Sell
649,863
-71,101
-10% -$8.02M 1.13% 29
2024
Q4 		$83.1M Sell
720,964
-721,083
-50% -$86.1M 1.43% 20
2024
Q3 		$75.9M Buy
1,442,047
+935,741
+185% +$106M 2.29% 12
2024
Q2 		$54M Buy
506,306
+26,855
+6% +$2.87M 1.59% 16
2024
Q1 		$53M Buy
+479,451
New +$50.9M 1.69% 16
2018
Q4 		– Sell
-22,524
Closed -$1.97M – 46
2018
Q3 		$1.97M Buy
22,524
+1,490
+7% +$131K 2.53% 9
2018
Q2 		$1.75M Buy
21,034
+4,710
+29% +$384K 3.63% 6
2018
Q1 		$1.26M Sell
16,324
-2,810
-15% -$219K 0.53% 10
2017
Q4 		$1.47M Buy
+19,134
New +$1.44M 2.54% 8

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dynasty Wealth Management's IJR Position: Q1 2026 in Review

Dynasty Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 106,106 shares — an estimated $12.8M sold.

Dynasty Wealth Management first reported a position in IJR in Q4 2017 and held it in 12 quarters. The position peaked at $83.1M in Q4 2024. 2,754 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Dynasty Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 106,106 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $12.8M.
  • Dynasty Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 12 quarters.
  • Dynasty Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $83.1M in Q4 2024.
  • 2,754 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.