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O'Brien Greene & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

O'Brien Greene & Co’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 		$1.72M Sell
13,801
-125
-0.9% -$15.9K 0.49% 39
2025
Q4 		$1.67M Sell
13,926
-4,525
-25% -$541K 0.5% 41
2025
Q3 		$2.19M Sell
18,451
-675
-4% -$77.6K 0.67% 34
2025
Q2 		$2.09M Sell
19,126
-273
-1% -$28.2K 0.68% 35
2025
Q1 		$2.03M Sell
19,399
-1,050
-5% -$118K 0.68% 35
2024
Q4 		$2.36M Sell
20,449
-30
-0.1% -$3.58K 0.77% 34
2024
Q3 		$2.4M Sell
20,479
-1,620
-7% -$183K 0.75% 32
2024
Q2 		$2.36M Buy
22,099
+260
+1% +$27.8K 0.75% 33
2024
Q1 		$2.41M Sell
21,839
-1,260
-5% -$134K 0.79% 34
2023
Q4 		$2.5M Sell
23,099
-3,640
-14% -$351K 0.88% 34
2023
Q3 		$2.52M Sell
26,739
-1,716
-6% -$171K 0.92% 34
2023
Q2 		$2.84M Sell
28,455
-1,132
-4% -$108K 0.99% 33
2023
Q1 		$2.86M Buy
29,587
+1
+0% +$100 1.07% 32
2022
Q4 		$2.8M Sell
29,586
-61,359
-67% -$5.89M 1.06% 32
2022
Q3 		$7.93M Buy
90,945
+61,421
+208% +$5.97M 1.05% 31
2022
Q2 		$2.73M Buy
29,524
+8,110
+38% +$807K 1.03% 34
2022
Q1 		$2.31M Buy
21,414
+1,100
+5% +$119K 0.76% 34
2021
Q4 		$2.33M Buy
20,314
+11,395
+128% +$1.3M 0.76% 34
2021
Q3 		$974K Buy
8,919
+388
+5% +$42.7K 0.36% 59
2021
Q2 		$964K Sell
8,531
-237
-3% -$26.4K 0.34% 59
2021
Q1 		$951K Sell
8,768
-2,283
-21% -$239K 0.38% 56
2020
Q4 		$1.02M Buy
11,051
+371
+3% +$30.5K 0.42% 56
2020
Q3 		$751K Buy
10,680
+1,199
+13% +$85.9K 0.36% 55
2020
Q2 		$648K Sell
9,481
-1,662
-15% -$105K 0.34% 61
2020
Q1 		$626K Buy
11,143
+26
+0.2% +$1.94K 0.42% 57
2019
Q4 		$932K Buy
11,117
+900
+9% +$72.4K 0.47% 53
2019
Q3 		$795K Buy
10,217
+432
+4% +$33.5K 0.43% 54
2019
Q2 		$766K Buy
9,785
+230
+2% +$17.9K 0.4% 58
2019
Q1 		$737K Buy
9,555
+975
+11% +$74.9K 0.37% 60
2018
Q4 		$595K Buy
+8,580
New +$663K 0.35% 57

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

O'Brien Greene & Co's IJR Position: Q1 2026 in Review

O'Brien Greene & Co reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.9% in Q1 2026, selling an estimated $15.9K and leaving 13,801 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #39.

O'Brien Greene & Co first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.93M in Q3 2022. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • O'Brien Greene & Co held 13,801 shares of iShares Core S&P Small-Cap ETF worth $1.72M as of Q1 2026.
  • O'Brien Greene & Co sold 125 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $15.9K.
  • iShares Core S&P Small-Cap ETF made up 0.49% of O'Brien Greene & Co's portfolio in Q1 2026, its #39 holding.
  • O'Brien Greene & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • O'Brien Greene & Co's iShares Core S&P Small-Cap ETF position peaked at $7.93M in Q3 2022.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.