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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
Q3 		$1.08M Sell
7,955
-90
-1% -$13K 0.97% 27
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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Objective Capital Management's IJR Position: Q3 2026 in Review

Objective Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q3 2026, selling an estimated $13K and leaving 7,955 shares worth $1.08M. The position accounts for 0.97% of the portfolio, ranked #27.

Objective Capital Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.67M in Q4 2021. 664 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Objective Capital Management held 7,955 shares of iShares Core S&P Small-Cap ETF worth $1.08M as of Q3 2026.
  • Objective Capital Management sold 90 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $13K.
  • iShares Core S&P Small-Cap ETF made up 0.97% of Objective Capital Management's portfolio in Q3 2026, its #27 holding.
  • Objective Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's iShares Core S&P Small-Cap ETF position peaked at $2.67M in Q4 2021.
  • 664 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.