Brandywine Oak Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Brandywine Oak Private Wealth’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	$976K	Buy	6,582 +4,908	+293%	+$674K	0.07%	117
2026 Q1	$208K	Sell	1,674 -425	-20%	-$54K	0.02%	223
2025 Q4	$252K	Sell	2,099 -3,190	-60%	-$381K	0.02%	216
2025 Q3	$628K	Buy	5,289 +9	+0.2%	+$1.03K	0.05%	138
2025 Q2	$577K	Buy	5,280 +9	+0.2%	+$930	0.05%	137
2025 Q1	$551K	Sell	5,271 -63	-1%	-$7.11K	0.05%	138
2024 Q4	$615K	Sell	5,334 -66	-1%	-$7.88K	0.06%	135
2024 Q3	$632K	Buy	5,400 +167	+3%	+$18.9K	0.06%	131
2024 Q2	$558K	Sell	5,233 -96	-2%	-$10.3K	0.06%	136
2024 Q1	$589K	Sell	5,329 -10	-0.2%	-$1.06K	0.06%	138
2023 Q4	$578K	Sell	5,339 -194	-4%	-$18.7K	0.06%	135
2023 Q3	$522K	Buy	5,533 +1	+0%	+$100	0.06%	142
2023 Q2	$551K	Buy	5,532 +12	+0.2%	+$1.14K	0.06%	147
2023 Q1	$534K	Buy	5,520 +28	+0.5%	+$2.8K	0.06%	154
2022 Q4	$520K	Sell	5,492 -336	-6%	-$32.2K	0.06%	154
2022 Q3	$508K	Sell	5,828 -48	-0.8%	-$4.66K	0.07%	152
2022 Q2	$543K	Sell	5,876 -619	-10%	-$61.6K	0.07%	161
2022 Q1	$700K	Sell	6,495 -322	-5%	-$34.7K	0.08%	157
2021 Q4	$782K	Buy	6,817 +24	+0.4%	+$2.73K	0.09%	158
2021 Q3	$741K	Sell	6,793 -289	-4%	-$31.8K	0.09%	157
2021 Q2	$800K	Buy	7,082 +346	+5%	+$38.6K	0.09%	147
2021 Q1	$731K	Buy	6,736 +196	+3%	+$20.5K	0.11%	115
2020 Q4	$601K	Buy	6,540 +329	+5%	+$27K	0.09%	132
2020 Q3	$436K	Buy	6,211 +11	+0.2%	+$788	0.07%	154
2020 Q2	$423K	Sell	6,200 -401	-6%	-$25.3K	0.08%	150
2020 Q1	$370K	Sell	6,601 -74,840	-92%	-$5.57M	0.08%	138
2019 Q4	$6.83M	Sell	81,441 -701	-0.9%	-$56.4K	1.24%	19
2019 Q3	$6.39M	Sell	82,142 -12,486	-13%	-$967K	1.21%	19
2019 Q2	$7.41M	Buy	94,628 +3,942	+4%	+$306K	1.48%	17
2019 Q1	$7M	Buy	90,686 +12,599	+16%	+$968K	1.46%	18
2018 Q4	$5.55M	Buy	+78,087	New	+$6.03M	1.25%	19

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brandywine Oak Private Wealth's IJR Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 293% in Q2 2026, buying an estimated $674K and bringing the position to 6,582 shares worth $976K. The position accounts for 0.07% of the portfolio, ranked #117.

Brandywine Oak Private Wealth first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.41M in Q2 2019. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Brandywine Oak Private Wealth held 6,582 shares of iShares Core S&P Small-Cap ETF worth $976K as of Q2 2026.
Brandywine Oak Private Wealth bought 4,908 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $674K.
iShares Core S&P Small-Cap ETF made up 0.07% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #117 holding.
Brandywine Oak Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $7.41M in Q2 2019.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.