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 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

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

O'Donnell Financial Services's IJR Position: Q2 2026 in Review

O'Donnell Financial Services opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,586 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #66 among its holdings. This is a return to the name: O'Donnell Financial Services previously reported a position in IJR as recently as Q1 2022.

O'Donnell Financial Services first reported a position in IJR in Q3 2021 and has held it in 4 quarters since. The position peaked at $720K in Q3 2021. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

O'Donnell Financial Services held 1,586 shares of iShares Core S&P Small-Cap ETF worth $235K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new O'Donnell Financial Services position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.07% of O'Donnell Financial Services's portfolio in Q2 2026, its #66 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 4 quarters since.
O'Donnell Financial Services's iShares Core S&P Small-Cap ETF position peaked at $720K in Q3 2021.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.