Ogorek Anthony Joseph’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ogorek Anthony Joseph’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	$23K	Buy	161 +1	+0.6%	+$137	0.01%	280
2026 Q1	$20K	Hold	160	–	–	0.01%	290
2025 Q4	$19K	Buy	160 +1	+0.6%	+$120	0.01%	289
2025 Q3	$19K	Sell	159 -44	-22%	-$5.06K	0.01%	291
2025 Q2	$22K	Sell	203 -99	-33%	-$10.2K	0.01%	269
2025 Q1	$31K	Hold	302	–	–	0.01%	211
2024 Q4	$34K	Buy	+302	New	+$36.1K	0.01%	143
2023 Q3	–	Sell	-39	Closed	-$3K	–	275
2023 Q2	$3K	Hold	39	–	–	﹤0.01%	229
2023 Q1	$3K	Hold	39	–	–	﹤0.01%	233
2022 Q4	$3K	Sell	39 -2	-5%	-$192	﹤0.01%	198
2022 Q3	$3K	Hold	41	–	–	﹤0.01%	190
2022 Q2	$3K	Hold	41	–	–	﹤0.01%	194
2022 Q1	$4K	Hold	41	–	–	﹤0.01%	208
2021 Q4	$4K	Hold	41	–	–	﹤0.01%	210
2021 Q3	$4K	Hold	41	–	–	﹤0.01%	207
2021 Q2	$4K	Hold	41	–	–	﹤0.01%	187
2021 Q1	$4K	Hold	41	–	–	﹤0.01%	177
2020 Q4	$3K	Hold	41	–	–	﹤0.01%	171
2020 Q3	$2K	Buy	+41	New	+$2.94K	﹤0.01%	163

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

Ogorek Anthony Joseph's IJR Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.63% in Q2 2026, buying an estimated $137 and bringing the position to 161 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #280.

Ogorek Anthony Joseph first reported a position in IJR in Q3 2020 and has held it in 19 quarters since. The position peaked at $34K in Q4 2024. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ogorek Anthony Joseph held 161 shares of iShares Core S&P Small-Cap ETF worth $23K as of Q2 2026.
Ogorek Anthony Joseph bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #280 holding.
Ogorek Anthony Joseph first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 19 quarters since.
Ogorek Anthony Joseph's iShares Core S&P Small-Cap ETF position peaked at $34K in Q4 2024.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.