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Onyx Bridge Wealth Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Onyx Bridge Wealth Group’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 		$215K Buy
+1,448
New +$199K 0.02% 355
2022
Q1 		– Sell
-4,539
Closed -$525K – 168
2021
Q4 		$525K Sell
4,539
-50
-1% -$5.7K 0.18% 72
2021
Q3 		$515K Buy
4,589
+83
+2% +$9.14K 0.19% 65
2021
Q2 		$481K Buy
4,506
+228
+5% +$25.4K 0.21% 52
2021
Q1 		$464K Buy
+4,278
New +$448K 0.23% 50

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Onyx Bridge Wealth Group's IJR Position: Q2 2026 in Review

Onyx Bridge Wealth Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,448 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: Onyx Bridge Wealth Group previously reported a position in IJR as recently as Q4 2021.

Onyx Bridge Wealth Group first reported a position in IJR in Q1 2021 and has held it in 5 quarters since. The position peaked at $525K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Onyx Bridge Wealth Group held 1,448 shares of iShares Core S&P Small-Cap ETF worth $215K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Onyx Bridge Wealth Group position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #355 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 5 quarters since.
  • Onyx Bridge Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $525K in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.