One Wealth Management Investment & Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

One Wealth Management Investment & Advisory 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	$229K	Buy	+1,543	New	+$212K	0.24%	48

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's IJR Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,543 shares worth $229K. The stake represents 0.24% of the portfolio and ranks #48 among its holdings.

2,542 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

One Wealth Management Investment & Advisory Services held 1,543 shares of iShares Core S&P Small-Cap ETF worth $229K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new One Wealth Management Investment & Advisory Services position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.24% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #48 holding.
2,542 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.