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

ORG Wealth 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
2026 Q2	$868K	Sell	5,844 -355	-6%	-$48.7K	0.13%	87
2026 Q1	$771K	Sell	6,199 -5,161	-45%	-$656K	0.15%	87
2025 Q4	$1.37M	Buy	11,360 +127	+1%	+$15.2K	0.32%	51
2025 Q3	$1.34M	Buy	11,233 +932	+9%	+$107K	0.28%	52
2025 Q2	$1.14M	Buy	10,301 +124	+1%	+$12.8K	0.27%	54
2025 Q1	$1.07M	Buy	10,177 +5,665	+126%	+$639K	0.33%	58
2024 Q4	$520K	Buy	4,512 +545	+14%	+$65.1K	0.16%	60
2024 Q3	$464K	Buy	+3,967	New	+$448K	0.15%	67

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ORG Wealth Partners's IJR Position: Q2 2026 in Review

ORG Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.7% in Q2 2026, selling an estimated $48.7K and leaving 5,844 shares worth $868K. The position accounts for 0.13% of the portfolio, ranked #87.

ORG Wealth Partners first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q4 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

ORG Wealth Partners held 5,844 shares of iShares Core S&P Small-Cap ETF worth $868K as of Q2 2026.
ORG Wealth Partners sold 355 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $48.7K.
iShares Core S&P Small-Cap ETF made up 0.13% of ORG Wealth Partners's portfolio in Q2 2026, its #87 holding.
ORG Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $1.37M in Q4 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.