Oak Harvest Investment Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Oak Harvest Investment Services’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	$230K	Buy	+1,549	New	+$213K	0.02%	153
2026 Q1	–	Sell	-2,107	Closed	-$253K	–	184
2025 Q4	$253K	Buy	2,107 +326	+18%	+$39K	0.03%	154
2025 Q3	$212K	Sell	1,781 -111	-6%	-$12.8K	0.02%	157
2025 Q2	$207K	Buy	+1,892	New	+$196K	0.03%	152
2025 Q1	–	Sell	-1,820	Closed	-$210K	–	155
2024 Q4	$210K	Buy	1,820 +14	+0.8%	+$1.67K	0.03%	146
2024 Q3	$211K	Sell	1,806 -167	-8%	-$18.9K	0.03%	129
2024 Q2	$210K	Buy	1,973 +143	+8%	+$15.3K	0.03%	117
2024 Q1	$202K	Buy	+1,830	New	+$194K	0.03%	119

Other funds holding IJR

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 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Harvest Investment Services's IJR Position: Q2 2026 in Review

Oak Harvest Investment Services opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,549 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #153 among its holdings. This is a return to the name: Oak Harvest Investment Services previously reported a position in IJR as recently as Q4 2025.

Oak Harvest Investment Services first reported a position in IJR in Q1 2024 and has held it in 8 quarters since. The position peaked at $253K in Q4 2025. 1,159 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Oak Harvest Investment Services held 1,549 shares of iShares Core S&P Small-Cap ETF worth $230K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Oak Harvest Investment Services position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Oak Harvest Investment Services's portfolio in Q2 2026, its #153 holding.
Oak Harvest Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
Oak Harvest Investment Services's iShares Core S&P Small-Cap ETF position peaked at $253K in Q4 2025.
1,159 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.