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 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%	+$9.56K	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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Optivise Advisory Services's IJR Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,419 shares worth $210K. The stake represents 0.11% of the portfolio and ranks #210 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in IJR as recently as Q2 2025.

Optivise Advisory Services first reported a position in IJR in Q2 2024 and has held it in 6 quarters since. The position peaked at $743K in Q3 2024. 657 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Optivise Advisory Services held 1,419 shares of iShares Core S&P Small-Cap ETF worth $210K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Optivise Advisory Services position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #210 holding.
Optivise Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 6 quarters since.
Optivise Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $743K in Q3 2024.
657 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.