Opinicus Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Opinicus Capital’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 Q3	$1.2M	Sell	8,842 -507	-5%	-$73.4K	0.65%	41
2026 Q2	$1.39M	Buy	9,349 +60	+0.6%	+$8.23K	0.74%	39
2026 Q1	$1.15M	Sell	9,289 -67	-0.7%	-$8.51K	0.81%	39
2025 Q4	$1.12M	Buy	9,356 +34	+0.4%	+$4.07K	0.78%	37
2025 Q3	$1.11M	Sell	9,322 -512	-5%	-$58.9K	0.77%	36
2025 Q2	$1.07M	Sell	9,834 -13	-0.1%	-$1.34K	0.82%	34
2025 Q1	$1.03M	Sell	9,847 -150	-2%	-$16.9K	0.91%	35
2024 Q4	$1.15M	Buy	9,997 +5	+0.1%	+$597	0.97%	30
2024 Q3	$1.17M	Buy	9,992 +95	+1%	+$10.7K	0.93%	32
2024 Q2	$1.06M	Sell	9,897 -214	-2%	-$22.9K	0.89%	35
2024 Q1	$1.12M	Sell	10,111 -206	-2%	-$21.9K	0.99%	31
2023 Q4	$1.12M	Buy	+10,317	New	+$994K	1.14%	29

Other funds holding IJR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Opinicus Capital's IJR Position: Q3 2026 in Review

Opinicus Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.4% in Q3 2026, selling an estimated $73.4K and leaving 8,842 shares worth $1.2M. The position accounts for 0.65% of the portfolio, ranked #41.

Opinicus Capital first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Opinicus Capital held 8,842 shares of iShares Core S&P Small-Cap ETF worth $1.2M as of Q3 2026.
Opinicus Capital sold 507 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $73.4K.
iShares Core S&P Small-Cap ETF made up 0.65% of Opinicus Capital's portfolio in Q3 2026, its #41 holding.
Opinicus Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Opinicus Capital's iShares Core S&P Small-Cap ETF position peaked at $1.39M in Q2 2026.
1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.