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Oppenheimer & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Oppenheimer & Co’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 		$36.4M Buy
293,099
+341
+0.1% +$43.3K 0.44% 38
2025
Q4 		$35.2M Sell
292,758
-45,412
-13% -$5.43M 0.5% 31
2025
Q3 		$40.2M Sell
338,170
-1,941
-0.6% -$223K 0.49% 28
2025
Q2 		$37.2M Buy
340,111
+19,199
+6% +$1.98M 0.49% 29
2025
Q1 		$33.6M Buy
320,912
+22,157
+7% +$2.5M 0.51% 27
2024
Q4 		$34.4M Buy
298,755
+11,594
+4% +$1.39M 0.51% 27
2024
Q3 		$33.6M Sell
287,161
-25,202
-8% -$2.85M 0.51% 27
2024
Q2 		$33.3M Buy
312,363
+18,928
+6% +$2.03M 0.53% 25
2024
Q1 		$32.4M Buy
293,435
+51,773
+21% +$5.5M 0.54% 22
2023
Q4 		$26.2M Buy
241,662
+6,573
+3% +$633K 0.48% 26
2023
Q3 		$22.2M Sell
235,089
-2,650
-1% -$265K 0.46% 33
2023
Q2 		$23.7M Buy
237,739
+4,703
+2% +$448K 0.47% 31
2023
Q1 		$22.5M Sell
233,036
-22,641
-9% -$2.26M 0.48% 33
2022
Q4 		$24.2M Buy
255,677
+20,959
+9% +$2.01M 0.55% 24
2022
Q3 		$20.5M Buy
234,718
+15,843
+7% +$1.54M 0.48% 31
2022
Q2 		$20.2M Buy
218,875
+2,966
+1% +$295K 0.44% 41
2022
Q1 		$23.3M Buy
215,909
+10,471
+5% +$1.13M 0.42% 38
2021
Q4 		$23.5M Buy
205,438
+5,674
+3% +$647K 0.41% 41
2021
Q3 		$21.8M Buy
199,764
+11,409
+6% +$1.26M 0.41% 40
2021
Q2 		$21.3M Buy
188,355
+5,017
+3% +$560K 0.38% 45
2021
Q1 		$19.9M Buy
183,338
+8,110
+5% +$849K 0.4% 44
2020
Q4 		$16.1M Buy
175,228
+3,054
+2% +$251K 0.34% 63
2020
Q3 		$12.1M Sell
172,174
-769
-0.4% -$55.1K 0.3% 65
2020
Q2 		$11.8M Buy
172,943
+91,402
+112% +$5.77M 0.31% 68
2020
Q1 		$4.58M Buy
81,541
+344
+0.4% +$25.6K 0.14% 156
2019
Q4 		$6.81M Sell
81,197
-8,603
-10% -$692K 0.17% 132
2019
Q3 		$6.99M Sell
89,800
-51,710
-37% -$4M 0.19% 121
2019
Q2 		$11.1M Buy
141,510
+2,406
+2% +$187K 0.3% 70
2019
Q1 		$10.7M Buy
139,104
+13,442
+11% +$1.03M 0.29% 77
2018
Q4 		$8.71M Sell
125,662
-2,678
-2% -$207K 0.27% 84
2018
Q3 		$11.2M Buy
128,340
+12,474
+11% +$1.09M 0.29% 75
2018
Q2 		$9.67M Buy
115,866
+6,514
+6% +$531K 0.26% 84
2018
Q1 		$8.42M Buy
109,352
+8,612
+9% +$670K 0.22% 106
2017
Q4 		$7.74M Buy
100,740
+4,518
+5% +$341K 0.2% 115
2017
Q3 		$7.14M Buy
96,222
+6,954
+8% +$487K 0.19% 120
2017
Q2 		$6.26M Sell
89,268
-10,673
-11% -$739K 0.17% 136
2017
Q1 		$6.91M Sell
99,941
-4,305
-4% -$297K 0.2% 121
2016
Q4 		$7.17M Sell
104,246
-3,672
-3% -$237K 0.21% 112
2016
Q3 		$6.7M Buy
107,918
+23,404
+28% +$1.43M 0.2% 115
2016
Q2 		$4.91M Buy
84,514
+3,274
+4% +$187K 0.15% 157
2016
Q1 		$4.57M Buy
81,240
+13,648
+20% +$712K 0.14% 170
2015
Q4 		$3.72M Buy
67,592
+1,394
+2% +$78.6K 0.11% 210
2015
Q3 		$3.53M Sell
66,198
-2,668
-4% -$151K 0.11% 211
2015
Q2 		$4.06M Sell
68,866
-7,100
-9% -$420K 0.11% 217
2015
Q1 		$4.48M Buy
75,966
+9,400
+14% +$539K 0.12% 195
2014
Q4 		$3.8M Sell
66,566
-646
-1% -$35.3K 0.11% 221
2014
Q3 		$3.5M Buy
67,212
+2,022
+3% +$110K 0.1% 238
2014
Q2 		$3.65M Buy
65,190
+32,942
+102% +$1.78M 0.11% 225
2014
Q1 		$1.78M Buy
32,248
+4,924
+18% +$266K 0.05% 415
2013
Q4 		$1.49M Buy
27,324
+516
+2% +$27K 0.05% 431
2013
Q3 		$1.34M Buy
26,808
+1,494
+6% +$72.2K 0.05% 434
2013
Q2 		$1.14M Buy
+25,314
New +$1.12M 0.04% 483

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $544B AUM 28.31% 1-Year Est. Return

Oppenheimer & Co's IJR Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q1 2026, buying an estimated $43.3K and bringing the position to 293,099 shares worth $36.4M. The position accounts for 0.44% of the portfolio, ranked #38.

Oppenheimer & Co first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.2M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Oppenheimer & Co held 293,099 shares of iShares Core S&P Small-Cap ETF worth $36.4M as of Q1 2026.
  • Oppenheimer & Co bought 341 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $43.3K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of Oppenheimer & Co's portfolio in Q1 2026, its #38 holding.
  • Oppenheimer & Co first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Oppenheimer & Co's iShares Core S&P Small-Cap ETF position peaked at $40.2M in Q3 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.