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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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Opinicus Capital's IJR Position: Q2 2026 in Review

Opinicus Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.65% in Q2 2026, buying an estimated $8.23K and bringing the position to 9,349 shares worth $1.39M. The position accounts for 0.74% of the portfolio, ranked #39.

Opinicus Capital first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Opinicus Capital held 9,349 shares of iShares Core S&P Small-Cap ETF worth $1.39M as of Q2 2026.
  • Opinicus Capital bought 60 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.23K.
  • iShares Core S&P Small-Cap ETF made up 0.74% of Opinicus Capital's portfolio in Q2 2026, its #39 holding.
  • Opinicus Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.