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

Great Diamond 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 		$2.32M Sell
15,651
-15
-0.1% -$2.06K 0.4% 74
2026
Q1 		$1.95M Sell
15,666
-1,499
-9% -$190K 0.37% 79
2025
Q4 		$2.06M Sell
17,165
-413
-2% -$49.4K 0.4% 79
2025
Q3 		$2.09M Buy
17,578
+491
+3% +$56.5K 0.41% 75
2025
Q2 		$1.87M Buy
17,087
+11,612
+212% +$1.2M 0.39% 74
2025
Q1 		$573K Sell
5,475
-707
-11% -$79.8K 0.16% 104
2024
Q4 		$712K Sell
6,182
-337
-5% -$40.3K 0.18% 97
2024
Q3 		$762K Sell
6,519
-460
-7% -$52K 0.19% 97
2024
Q2 		$744K Sell
6,979
-572
-8% -$61.2K 0.17% 106
2024
Q1 		$835K Sell
7,551
-3,172
-30% -$337K 0.19% 103
2023
Q4 		$1.16M Sell
10,723
-356
-3% -$34.3K 0.29% 80
2023
Q3 		$1.05M Buy
11,079
+184
+2% +$18.4K 0.28% 84
2023
Q2 		$1.09M Sell
10,895
-2,194
-17% -$209K 0.29% 82
2023
Q1 		$1.27M Sell
13,089
-18,428
-58% -$1.84M 0.37% 67
2022
Q4 		$2.98M Sell
31,517
-16,531
-34% -$1.59M 0.92% 37
2022
Q3 		$4.19M Sell
48,048
-789
-2% -$76.6K 1.43% 19
2022
Q2 		$4.51M Sell
48,837
-1,259
-3% -$125K 1.5% 16
2022
Q1 		$5.4M Sell
50,096
-75,841
-60% -$8.18M 1.5% 12
2021
Q4 		$14.4M Sell
125,937
-424
-0.3% -$48.3K 3.71% 3
2021
Q3 		$13.8M Buy
126,361
+2,403
+2% +$265K 3.78% 4
2021
Q2 		$14M Buy
123,958
+73,989
+148% +$8.25M 3.96% 4
2021
Q1 		$5.42M Sell
49,969
-11,178
-18% -$1.17M 1.67% 8
2020
Q4 		$5.62M Sell
61,147
-125
-0.2% -$10.3K 1.79% 9
2020
Q3 		$4.3M Buy
61,272
+19,513
+47% +$1.4M 1.58% 10
2020
Q2 		$2.85M Buy
41,759
+577
+1% +$36.4K 1.18% 22
2020
Q1 		$2.31M Sell
41,182
-21,633
-34% -$1.61M 1.19% 26
2019
Q4 		$5.27M Buy
+62,815
New +$5.05M 2% 8

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

Great Diamond Partners's IJR Position: Q2 2026 in Review

Great Diamond Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.1% in Q2 2026, selling an estimated $2.06K and leaving 15,651 shares worth $2.32M. The position accounts for 0.4% of the portfolio, ranked #74.

Great Diamond Partners first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.4M in Q4 2021. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Great Diamond Partners held 15,651 shares of iShares Core S&P Small-Cap ETF worth $2.32M as of Q2 2026.
  • Great Diamond Partners sold 15 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.06K.
  • iShares Core S&P Small-Cap ETF made up 0.4% of Great Diamond Partners's portfolio in Q2 2026, its #74 holding.
  • Great Diamond Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's iShares Core S&P Small-Cap ETF position peaked at $14.4M in Q4 2021.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.