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

Live 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 		$699K Sell
4,712
-216
-4% -$29.6K 0.09% 126
2026
Q1 		$613K Sell
4,928
-5
-0.1% -$635 0.09% 118
2025
Q4 		$593K Buy
4,933
+22
+0.4% +$2.63K 0.08% 120
2025
Q3 		$584K Sell
4,911
-52
-1% -$5.98K 0.08% 120
2025
Q2 		$542K Sell
4,963
-8
-0.2% -$827 0.08% 127
2025
Q1 		$520K Buy
4,971
+13
+0.3% +$1.47K 0.08% 126
2024
Q4 		$571K Sell
4,958
-48
-1% -$5.74K 0.1% 119
2024
Q3 		$586K Buy
5,006
+278
+6% +$31.4K 0.1% 114
2024
Q2 		$504K Buy
4,728
+615
+15% +$65.8K 0.09% 118
2024
Q1 		$455K Buy
4,113
+298
+8% +$31.6K 0.08% 116
2023
Q4 		$413K Sell
3,815
-402
-10% -$38.7K 0.08% 117
2023
Q3 		$398K Buy
4,217
+181
+4% +$18.1K 0.08% 112
2023
Q2 		$402K Buy
4,036
+626
+18% +$59.6K 0.08% 112
2023
Q1 		$330K Sell
3,410
-261
-7% -$26.1K 0.07% 124
2022
Q4 		$347K Buy
3,671
+55
+2% +$5.28K 0.07% 126
2022
Q3 		$315K Buy
3,616
+107
+3% +$10.4K 0.07% 129
2022
Q2 		$324K Buy
3,509
+10
+0.3% +$995 0.07% 136
2022
Q1 		$377K Buy
3,499
+169
+5% +$18.2K 0.07% 132
2021
Q4 		$381K Buy
3,330
+51
+2% +$5.81K 0.07% 139
2021
Q3 		$358K Buy
3,279
+39
+1% +$4.29K 0.07% 139
2021
Q2 		$366K Buy
+3,240
New +$361K 0.08% 129

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Live Oak Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q2 2026, selling an estimated $29.6K and leaving 4,712 shares worth $699K. The position accounts for 0.09% of the portfolio, ranked #126.

Live Oak Private Wealth first reported a position in IJR in Q2 2021 and has held it in 21 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Live Oak Private Wealth held 4,712 shares of iShares Core S&P Small-Cap ETF worth $699K as of Q2 2026.
  • Live Oak Private Wealth sold 216 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $29.6K.
  • iShares Core S&P Small-Cap ETF made up 0.09% of Live Oak Private Wealth's portfolio in Q2 2026, its #126 holding.
  • Live Oak Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.