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Oarsman Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Oarsman Capital’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 		$430K Buy
2,899
+6
+0.2% +$823 0.05% 154
2026
Q1 		$360K Sell
2,893
-816
-22% -$104K 0.04% 162
2025
Q4 		$446K Buy
3,709
+100
+3% +$12K 0.06% 151
2025
Q3 		$429K Buy
3,609
+372
+11% +$42.8K 0.06% 153
2025
Q2 		$354K Hold
3,237
– – 0.06% 169
2025
Q1 		$338K Sell
3,237
-19
-0.6% -$2.14K 0.06% 166
2024
Q4 		$375K Sell
3,256
-1,133
-26% -$135K 0.07% 152
2024
Q3 		$513K Buy
4,389
+1,371
+45% +$155K 0.09% 132
2024
Q2 		$322K Buy
3,018
+28
+0.9% +$3K 0.07% 168
2024
Q1 		$330K Buy
2,990
+179
+6% +$19K 0.08% 162
2023
Q4 		$304K Sell
2,811
-6
-0.2% -$578 0.08% 171
2023
Q3 		$266K Sell
2,817
-5
-0.2% -$499 0.11% 143
2023
Q2 		$281K Sell
2,822
-755
-21% -$71.9K 0.12% 137
2023
Q1 		$346K Buy
3,577
+130
+4% +$13K 0.16% 119
2022
Q4 		$326K Sell
3,447
-51
-1% -$4.89K 0.17% 121
2022
Q3 		$305K Hold
3,498
– – 0.16% 127
2022
Q2 		$323K Sell
3,498
-184
-5% -$18.3K 0.16% 133
2022
Q1 		$397K Buy
3,682
+225
+7% +$24.3K 0.16% 135
2021
Q4 		$396K Buy
3,457
+75
+2% +$8.55K 0.16% 133
2021
Q3 		$369K Buy
3,382
+55
+2% +$6.06K 0.15% 140
2021
Q2 		$376K Sell
3,327
-327
-9% -$36.5K 0.15% 138
2021
Q1 		$397K Sell
3,654
-2,366
-39% -$248K 0.17% 132
2020
Q4 		$553K Sell
6,020
-180
-3% -$14.8K 0.21% 109
2020
Q3 		$435K Buy
6,200
+790
+15% +$56.6K 0.2% 108
2020
Q2 		$369K Buy
5,410
+248
+5% +$15.7K 0.18% 109
2020
Q1 		$290K Sell
5,162
-175
-3% -$13K 0.27% 84
2019
Q4 		$448K Buy
5,337
+58
+1% +$4.67K 0.2% 113
2019
Q3 		$411K Sell
5,279
-464
-8% -$35.9K 0.2% 115
2019
Q2 		$450K Sell
5,743
-34
-0.6% -$2.64K 0.2% 109
2019
Q1 		$446K Sell
5,777
-18
-0.3% -$1.38K 0.21% 110
2018
Q4 		$402K Sell
5,795
-101
-2% -$7.81K 0.21% 111
2018
Q3 		$514K Sell
5,896
-540
-8% -$47.3K 0.21% 110
2018
Q2 		$537K Sell
6,436
-1,287
-17% -$105K 0.24% 105
2018
Q1 		$595K Sell
7,723
-165
-2% -$12.8K 0.27% 102
2017
Q4 		$606K Sell
7,888
-17,886
-69% -$1.35M 0.26% 101
2017
Q3 		$1.91M Buy
25,774
+7,016
+37% +$492K 0.81% 41
2017
Q2 		$1.31M Buy
18,758
+639
+4% +$44.2K 0.6% 57
2017
Q1 		$1.25M Buy
18,119
+5,735
+46% +$395K 0.58% 57
2016
Q4 		$852K Sell
12,384
-2,720
-18% -$175K 0.55% 64
2016
Q3 		$938K Buy
15,104
+752
+5% +$45.9K 0.48% 74
2016
Q2 		$834K Buy
14,352
+4,236
+42% +$241K 0.43% 76
2016
Q1 		$569K Buy
+10,116
New +$528K 0.3% 90

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

Oarsman Capital's IJR Position: Q2 2026 in Review

Oarsman Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.21% in Q2 2026, buying an estimated $823 and bringing the position to 2,899 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #154.

Oarsman Capital first reported a position in IJR in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.91M in Q3 2017. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Oarsman Capital held 2,899 shares of iShares Core S&P Small-Cap ETF worth $430K as of Q2 2026.
  • Oarsman Capital bought 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Oarsman Capital's portfolio in Q2 2026, its #154 holding.
  • Oarsman Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 42 quarters since.
  • Oarsman Capital's iShares Core S&P Small-Cap ETF position peaked at $1.91M in Q3 2017.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.