Orca Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Orca Wealth Management’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	$242K	Buy	+1,632	New	+$224K	0.15%	71

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Orca Wealth Management's IJR Position: Q2 2026 in Review

Orca Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,632 shares worth $242K. The stake represents 0.15% of the portfolio and ranks #71 among its holdings.

1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Orca Wealth Management held 1,632 shares of iShares Core S&P Small-Cap ETF worth $242K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Orca Wealth Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.15% of Orca Wealth Management's portfolio in Q2 2026, its #71 holding.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.