Orca Wealth Management
IJR icon

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
Q3 		$223K Buy
1,638
+6
+0.4% +$868 0.13% 78
2026
Q2 		$242K Buy
+1,632
New +$224K 0.15% 71

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Orca Wealth Management's IJR Position: Q3 2026 in Review

Orca Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.37% in Q3 2026, buying an estimated $868 and bringing the position to 1,638 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #78.

Orca Wealth Management first reported a position in IJR in Q2 2026 and has held it in 2 quarters since. The position peaked at $242K in Q2 2026. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Orca Wealth Management held 1,638 shares of iShares Core S&P Small-Cap ETF worth $223K as of Q3 2026.
  • Orca Wealth Management bought 6 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $868.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Orca Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Orca Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Orca Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $242K in Q2 2026.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.