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Obermeyer Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Obermeyer Wealth Partners’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
Q1 		$2.19M Sell
17,642
-186
-1% -$23.6K 0.1% 75
2025
Q4 		$2.14M Sell
17,828
-171
-1% -$20.4K 0.1% 74
2025
Q3 		$2.14M Buy
17,999
+83
+0.5% +$9.55K 0.1% 73
2025
Q2 		$1.96M Sell
17,916
-594
-3% -$61.4K 0.1% 79
2025
Q1 		$1.94M Buy
18,510
+1,491
+9% +$168K 0.1% 73
2024
Q4 		$1.96M Buy
17,019
+10
+0.1% +$1.2K 0.1% 70
2024
Q3 		$1.99M Buy
17,009
+92
+0.5% +$10.4K 0.11% 75
2024
Q2 		$1.8M Sell
16,917
-194
-1% -$20.8K 0.1% 75
2024
Q1 		$1.89M Buy
17,111
+145
+0.9% +$15.4K 0.11% 72
2023
Q4 		$1.84M Hold
16,966
– – 0.13% 54
2023
Q3 		$1.6M Hold
16,966
– – 0.12% 52
2023
Q2 		$1.69M Buy
16,966
+104
+0.6% +$9.9K 0.12% 53
2023
Q1 		$1.63M Hold
16,862
– – 0.12% 58
2022
Q4 		$1.6M Buy
16,862
+171
+1% +$16.4K 0.12% 59
2022
Q3 		$1.46M Buy
16,691
+111
+0.7% +$10.8K 0.12% 58
2022
Q2 		$1.53M Buy
16,580
+2,622
+19% +$261K 0.11% 56
2022
Q1 		$1.51M Buy
13,958
+421
+3% +$45.4K 0.09% 61
2021
Q4 		$1.55M Buy
13,537
+445
+3% +$50.7K 0.08% 57
2021
Q3 		$1.43M Hold
13,092
– – 0.08% 58
2021
Q2 		$1.48M Buy
13,092
+1,000
+8% +$112K 0.08% 62
2021
Q1 		$1.31M Sell
12,092
-1,247
-9% -$131K 0.08% 62
2020
Q4 		$1.23M Buy
13,339
+1,713
+15% +$141K 0.08% 60
2020
Q3 		$816K Buy
11,626
+869
+8% +$62.3K 0.06% 61
2020
Q2 		$735K Sell
10,757
-31,287
-74% -$1.98M 0.06% 58
2020
Q1 		$2.36M Buy
42,044
+379
+0.9% +$28.2K 0.25% 37
2019
Q4 		$3.49M Buy
41,665
+174
+0.4% +$14K 0.31% 38
2019
Q3 		$3.23M Sell
41,491
-1,515
-4% -$117K 0.3% 40
2019
Q2 		$3.37M Buy
43,006
+2,153
+5% +$167K 0.3% 38
2019
Q1 		$3.15M Buy
40,853
+25,463
+165% +$1.96M 0.3% 38
2018
Q4 		$1.07M Buy
15,390
+4,892
+47% +$378K 0.11% 51
2018
Q3 		$916K Buy
10,498
+2,121
+25% +$186K 0.08% 56
2018
Q2 		$699K Buy
+8,377
New +$683K 0.06% 59

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Obermeyer Wealth Partners's IJR Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q1 2026, selling an estimated $23.6K and leaving 17,642 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #75.

Obermeyer Wealth Partners first reported a position in IJR in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.49M in Q4 2019. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Obermeyer Wealth Partners held 17,642 shares of iShares Core S&P Small-Cap ETF worth $2.19M as of Q1 2026.
  • Obermeyer Wealth Partners sold 186 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $23.6K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Obermeyer Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $3.49M in Q4 2019.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.