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

Objective Capital Management’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	$1.19M	Buy	8,045 +352	+5%	+$48.3K	1.06%	26
2026 Q1	$956K	Sell	7,693 -386	-5%	-$49K	0.96%	29
2025 Q4	$971K	Buy	8,079 +204	+3%	+$24.4K	0.99%	27
2025 Q3	$936K	Sell	7,875 -211	-3%	-$24.3K	0.97%	26
2025 Q2	$884K	Sell	8,086 -691	-8%	-$71.4K	0.99%	26
2025 Q1	$918K	Sell	8,777 -12,799	-59%	-$1.44M	1.17%	26
2024 Q4	$2.49M	Sell	21,576 -87	-0.4%	-$10.4K	1.66%	15
2024 Q3	$2.53M	Buy	+21,663	New	+$2.45M	1.49%	19
2024 Q1	$2.43M	Sell	22,013 -1,285	-6%	-$136K	1.64%	16
2023 Q4	$2.52M	Sell	23,298 -2,153	-8%	-$207K	1.92%	14
2023 Q3	$2.4M	Buy	25,451 +319	+1%	+$31.9K	2.13%	10
2023 Q2	$2.5M	Sell	25,132 -222	-0.9%	-$21.1K	2.19%	11
2023 Q1	$2.45M	Sell	25,354 -362	-1%	-$36.2K	2.24%	13
2022 Q4	$2.43M	Buy	25,716 +358	+1%	+$34.3K	2.42%	11
2022 Q3	$2.21M	Buy	25,358 +617	+2%	+$59.9K	2.36%	10
2022 Q2	$2.29M	Buy	24,741 +262	+1%	+$26.1K	2.3%	11
2022 Q1	$2.64M	Buy	24,479 +1,201	+5%	+$130K	2.03%	11
2021 Q4	$2.67M	Buy	+23,278	New	+$2.65M	1.89%	12

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

Objective Capital Management's IJR Position: Q2 2026 in Review

Objective Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.6% in Q2 2026, buying an estimated $48.3K and bringing the position to 8,045 shares worth $1.19M. The position accounts for 1.06% of the portfolio, ranked #26.

Objective Capital Management first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.67M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Objective Capital Management held 8,045 shares of iShares Core S&P Small-Cap ETF worth $1.19M as of Q2 2026.
Objective Capital Management bought 352 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $48.3K.
iShares Core S&P Small-Cap ETF made up 1.06% of Objective Capital Management's portfolio in Q2 2026, its #26 holding.
Objective Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Objective Capital Management's iShares Core S&P Small-Cap ETF position peaked at $2.67M in Q4 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.