Ocean Park Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ocean Park Asset 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	$4.94M	Buy	33,328 +28,361	+571%	+$3.89M	0.24%	51
2026 Q1	$617K	Sell	4,967 -690	-12%	-$87.7K	0.04%	52
2025 Q4	$680K	Sell	5,657 -529	-9%	-$63.3K	0.03%	77
2025 Q3	$735K	Buy	+6,186	New	+$711K	0.03%	86
2025 Q1	–	Sell	-15,727	Closed	-$1.81M	–	86
2024 Q4	$1.81M	Buy	15,727 +3,422	+28%	+$409K	0.06%	57
2024 Q3	$1.44M	Buy	12,305 +2,832	+30%	+$320K	0.06%	57
2024 Q2	$1.01M	Hold	9,473	–	–	0.05%	65
2024 Q1	$1.05M	Buy	9,473 +5,452	+136%	+$579K	0.05%	56
2023 Q4	$435K	Buy	+4,021	New	+$388K	0.02%	61

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Ocean Park Asset Management's IJR Position: Q2 2026 in Review

Ocean Park Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 571% in Q2 2026, buying an estimated $3.89M and bringing the position to 33,328 shares worth $4.94M. The position accounts for 0.24% of the portfolio, ranked #51.

Ocean Park Asset Management first reported a position in IJR in Q4 2023 and has held it in 9 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ocean Park Asset Management held 33,328 shares of iShares Core S&P Small-Cap ETF worth $4.94M as of Q2 2026.
Ocean Park Asset Management bought 28,361 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.89M.
iShares Core S&P Small-Cap ETF made up 0.24% of Ocean Park Asset Management's portfolio in Q2 2026, its #51 holding.
Ocean Park Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.