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

Oak Barrel Wealth Advisory’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	$294K	Buy	+1,982	New	+$272K	0.13%	68
2025 Q4	$238K	Buy	+1,981	New	+$237K	0.14%	73

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

Oak Barrel Wealth Advisory's IJR Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,982 shares worth $294K. The stake represents 0.13% of the portfolio and ranks #68 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IJR as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in IJR in Q4 2025 and has held it in 2 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Oak Barrel Wealth Advisory held 1,982 shares of iShares Core S&P Small-Cap ETF worth $294K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.13% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #68 holding.
Oak Barrel Wealth Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.