Optivise Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Optivise Advisory Services’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	–	Sell	-1,419	Closed	-$210K	–	244
2026 Q2	$210K	Buy	+1,419	New	+$195K	0.11%	210
2025 Q3	–	Sell	-4,864	Closed	-$532K	–	220
2025 Q2	$532K	Sell	4,864 -1,718	-26%	-$178K	0.27%	88
2025 Q1	$688K	Buy	6,582 +153	+2%	+$17.3K	0.39%	65
2024 Q4	$741K	Buy	6,429 +80	+1%	+$9.6K	0.4%	69
2024 Q3	$743K	Sell	6,349 -2	-0%	-$226	0.39%	62
2024 Q2	$677K	Buy	+6,351	New	+$679K	0.37%	64

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Optivise Advisory Services's IJR Position: Q3 2026 in Review

Optivise Advisory Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2026, closing a stake of 1,419 shares — an estimated $210K sold.

Optivise Advisory Services first reported a position in IJR in Q2 2024 and held it in 6 quarters. The position peaked at $743K in Q3 2024. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Optivise Advisory Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Optivise Advisory Services sold 1,419 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $210K.
Optivise Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and held it in 6 quarters.
Optivise Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $743K in Q3 2024.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.