Koss-Olinger Consulting’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-2,787	Closed	-$346K	–	215
2026 Q1	$346K	Sell	2,787 -229	-8%	-$29.1K	0.03%	186
2025 Q4	$362K	Sell	3,016 -469	-13%	-$56.1K	0.03%	193
2025 Q3	$381K	Sell	3,485 -7	-0.2%	-$805	0.03%	240
2025 Q2	$382K	Sell	3,492 -443	-11%	-$45.8K	0.03%	240
2025 Q1	$411K	Buy	+3,935	New	+$444K	0.03%	226
2022 Q4	–	Sell	-3,780	Closed	-$330K	–	251
2022 Q3	$330K	Buy	+3,780	New	+$367K	0.06%	136

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 22.9% 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

Koss-Olinger Consulting's IJR Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 2,787 shares — an estimated $346K sold.

Koss-Olinger Consulting first reported a position in IJR in Q3 2022 and held it in 6 quarters. The position peaked at $411K in Q1 2025. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Koss-Olinger Consulting reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 2,787 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $346K.
Koss-Olinger Consulting first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 6 quarters.
Koss-Olinger Consulting's iShares Core S&P Small-Cap ETF position peaked at $411K in Q1 2025.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.