O'Donnell Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

O'Donnell Financial Services’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	$216K	Buy	1,588 +2	+0.1%	+$289	0.06%	70
2026 Q2	$235K	Buy	+1,586	New	+$218K	0.07%	66
2022 Q2	–	Sell	-2,301	Closed	-$248K	–	40
2022 Q1	$248K	Sell	2,301 -1,832	-44%	-$198K	0.11%	34
2021 Q4	$430K	Sell	4,133 -2,462	-37%	-$281K	0.2%	27
2021 Q3	$720K	Buy	+6,595	New	+$726K	0.35%	27

Other funds holding IJR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

O'Donnell Financial Services's IJR Position: Q3 2026 in Review

O'Donnell Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.13% in Q3 2026, buying an estimated $289 and bringing the position to 1,588 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #70.

O'Donnell Financial Services first reported a position in IJR in Q3 2021 and has held it in 5 quarters since. The position peaked at $720K in Q3 2021. 1,983 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

O'Donnell Financial Services held 1,588 shares of iShares Core S&P Small-Cap ETF worth $216K as of Q3 2026.
O'Donnell Financial Services bought 2 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $289.
iShares Core S&P Small-Cap ETF made up 0.06% of O'Donnell Financial Services's portfolio in Q3 2026, its #70 holding.
O'Donnell Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 5 quarters since.
O'Donnell Financial Services's iShares Core S&P Small-Cap ETF position peaked at $720K in Q3 2021.
1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on O'Donnell Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.