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One Charles Private Wealth Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

One Charles Private Wealth 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 		$230K Buy
+1,551
New +$213K 0.05% 158
2020
Q4 		– Sell
-64,774
Closed -$4.55M – 40
2020
Q3 		$4.55M Buy
64,774
+2,330
+4% +$167K 2.8% 12
2020
Q2 		$4.26M Buy
+62,444
New +$3.94M 2.21% 13

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

One Charles Private Wealth Services's IJR Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,551 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings. This is a return to the name: One Charles Private Wealth Services previously reported a position in IJR as recently as Q3 2020.

One Charles Private Wealth Services first reported a position in IJR in Q2 2020 and has held it in 3 quarters since. The position peaked at $4.55M in Q3 2020. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • One Charles Private Wealth Services held 1,551 shares of iShares Core S&P Small-Cap ETF worth $230K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new One Charles Private Wealth Services position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.05% of One Charles Private Wealth Services's portfolio in Q2 2026, its #158 holding.
  • One Charles Private Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 3 quarters since.
  • One Charles Private Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $4.55M in Q3 2020.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.