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OneAscent Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

OneAscent Family Office’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
Q1 		– Sell
-1,710
Closed -$206K – 199
2025
Q4 		$206K Buy
1,710
+5
+0.3% +$598 0.14% 171
2025
Q3 		$203K Buy
+1,705
New +$196K 0.16% 155

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OneAscent Family Office's IJR Position: Q1 2026 in Review

OneAscent Family Office sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 1,710 shares — an estimated $206K sold.

OneAscent Family Office first reported a position in IJR in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 2,743 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • OneAscent Family Office reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • OneAscent Family Office sold 1,710 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $206K.
  • OneAscent Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and held it in 2 quarters.
  • OneAscent Family Office's iShares Core S&P Small-Cap ETF position peaked at $206K in Q4 2025.
  • 2,743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.