Opal Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Opal Wealth Advisors’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	$403K	Buy	2,718 +70	+3%	+$9.61K	0.09%	131
2026 Q1	$329K	Sell	2,648 -114	-4%	-$14.5K	0.07%	136
2025 Q4	$332K	Hold	2,762	–	–	0.09%	148
2025 Q3	$328K	Hold	2,762	–	–	0.09%	138
2025 Q2	$302K	Sell	2,762 -8,318	-75%	-$860K	0.08%	137
2025 Q1	$1.16M	Sell	11,080 -721	-6%	-$81.4K	0.36%	32
2024 Q4	$1.36M	Hold	11,801	–	–	0.41%	36
2024 Q3	$1.38M	Hold	11,801	–	–	0.43%	34
2024 Q2	$1.26M	Sell	11,801 -242	-2%	-$25.9K	0.4%	33
2024 Q1	$1.33M	Sell	12,043 -250	-2%	-$26.5K	0.45%	34
2023 Q4	$1.33M	Buy	+12,293	New	+$1.18M	0.52%	34

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

Opal Wealth Advisors's IJR Position: Q2 2026 in Review

Opal Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, buying an estimated $9.61K and bringing the position to 2,718 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #131.

Opal Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q3 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Opal Wealth Advisors held 2,718 shares of iShares Core S&P Small-Cap ETF worth $403K as of Q2 2026.
Opal Wealth Advisors bought 70 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.61K.
iShares Core S&P Small-Cap ETF made up 0.09% of Opal Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Opal Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Opal Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.38M in Q3 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.