ORG Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

ORG Partners’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
2025 Q4	$1.01M	Buy	8,433 +67	+0.8%	+$8.01K	0.18%	120
2025 Q3	$994K	Sell	8,366 -742	-8%	-$85.3K	0.18%	117
2025 Q2	$1M	Buy	9,108 +789	+9%	+$81.6K	0.21%	98
2025 Q1	$871K	Sell	8,319 -10,454	-56%	-$1.18M	0.21%	88
2024 Q4	$2.16M	Buy	18,773 +302	+2%	+$36.1K	0.29%	60
2024 Q3	$2.16M	Sell	18,471 -4,443	-19%	-$502K	0.35%	55
2024 Q2	$2.43M	Buy	+22,914	New	+$2.45M	0.3%	66
2024 Q1	–	Sell	-16,764	Closed	-$1.82M	–	779
2023 Q4	$1.82M	Buy	16,764 +12,772	+320%	+$1.23M	0.3%	63
2023 Q3	$377K	Sell	3,992 -14,516	-78%	-$1.45M	0.11%	190
2023 Q2	$1.86M	Buy	18,508 +1,095	+6%	+$104K	0.3%	64
2023 Q1	$1.69M	Buy	+17,413	New	+$1.74M	0.41%	48

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ORG Partners's IJR Position: Q4 2025 in Review

ORG Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.8% in Q4 2025, buying an estimated $8.01K and bringing the position to 8,433 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #120.

ORG Partners first reported a position in IJR in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.43M in Q2 2024. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

ORG Partners held 8,433 shares of iShares Core S&P Small-Cap ETF worth $1.01M as of Q4 2025.
ORG Partners bought 67 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $8.01K.
iShares Core S&P Small-Cap ETF made up 0.18% of ORG Partners's portfolio in Q4 2025, its #120 holding.
ORG Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares Core S&P Small-Cap ETF position peaked at $2.43M in Q2 2024.
2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.