Orgel Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $613K | Buy |
4,133
+708
| +21% | +$97.2K | 0.01% | 75 |
|
|
2026
Q1 | $426K | Sell |
3,425
-27
| -0.8% | -$3.43K | 0.01% | 71 |
|
|
2025
Q4 | $415K | Sell |
3,452
-203
| -6% | -$24.3K | 0.01% | 72 |
|
|
2025
Q3 | $434K | Sell |
3,655
-528
| -13% | -$60.7K | 0.01% | 66 |
|
|
2025
Q2 | $457K | Buy |
4,183
+18
| +0.4% | +$1.86K | 0.01% | 64 |
|
|
2025
Q1 | $436K | Sell |
4,165
-117
| -3% | -$13.2K | 0.01% | 63 |
|
|
2024
Q4 | $493K | Buy |
4,282
+328
| +8% | +$39.2K | 0.01% | 60 |
|
|
2024
Q3 | $462K | Buy |
3,954
+153
| +4% | +$17.3K | 0.01% | 59 |
|
|
2024
Q2 | $405K | Sell |
3,801
-203
| -5% | -$21.7K | 0.01% | 61 |
|
|
2024
Q1 | $443K | Sell |
4,004
-280
| -7% | -$29.7K | 0.01% | 57 |
|
|
2023
Q4 | $464K | Buy |
4,284
+164
| +4% | +$15.8K | 0.01% | 56 |
|
|
2023
Q3 | $389K | Sell |
4,120
-1,484
| -26% | -$148K | 0.01% | 57 |
|
|
2023
Q2 | $558K | Sell |
5,604
-2,926
| -34% | -$279K | 0.02% | 52 |
|
|
2023
Q1 | $825K | Sell |
8,530
-1,329
| -13% | -$133K | 0.03% | 45 |
|
|
2022
Q4 | $933K | Buy |
9,859
+3,035
| +44% | +$291K | 0.04% | 42 |
|
|
2022
Q3 | $595K | Hold |
6,824
| – | – | 0.03% | 43 |
|
|
2022
Q2 | $631K | Buy |
6,824
+181
| +3% | +$18K | 0.04% | 37 |
|
|
2022
Q1 | $717K | Buy |
6,643
+2,946
| +80% | +$318K | 0.05% | 30 |
|
|
2021
Q4 | $423K | Buy |
3,697
+266
| +8% | +$30.3K | 0.04% | 37 |
|
|
2021
Q3 | $375K | Hold |
3,431
| – | – | 0.04% | 37 |
|
|
2021
Q2 | $388K | Hold |
3,431
| – | – | 0.05% | 35 |
|
|
2021
Q1 | $372K | Hold |
3,431
| – | – | 0.05% | 34 |
|
|
2020
Q4 | $315K | Sell |
3,431
-228
| -6% | -$18.7K | 0.06% | 33 |
|
|
2020
Q3 | $257K | Buy |
3,659
+17
| +0.5% | +$1.22K | 0.07% | 38 |
|
|
2020
Q2 | $249K | Sell |
3,642
-118
| -3% | -$7.45K | 0.09% | 38 |
|
|
2020
Q1 | $211K | Sell |
3,760
-698
| -16% | -$52K | 0.08% | 35 |
|
|
2019
Q4 | $374K | Hold |
4,458
| – | – | 0.1% | 31 |
|
|
2019
Q3 | $347K | Hold |
4,458
| – | – | 0.13% | 28 |
|
|
2019
Q2 | $349K | Sell |
4,458
-577
| -11% | -$44.8K | 0.14% | 25 |
|
|
2019
Q1 | $388K | Hold |
5,035
| – | – | 0.13% | 25 |
|
|
2018
Q4 | $349K | Hold |
5,035
| – | – | 0.11% | 32 |
|
|
2018
Q3 | $439K | Hold |
5,035
| – | – | 0.19% | 25 |
|
|
2018
Q2 | $420K | Sell |
5,035
-1,082
| -18% | -$88.2K | 0.1% | 25 |
|
|
2018
Q1 | $471K | Sell |
6,117
-170
| -3% | -$13.2K | 0.12% | 23 |
|
|
2017
Q4 | $483K | Buy |
6,287
+1,082
| +21% | +$81.6K | 0.12% | 22 |
|
|
2017
Q3 | $386K | Buy |
+5,205
| New | +$365K | 0.13% | 11 |
|
Other funds holding IJR
Orgel Wealth Management's IJR Position: Q2 2026 in Review
Orgel Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 21% in Q2 2026, buying an estimated $97.2K and bringing the position to 4,133 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #75.
Orgel Wealth Management first reported a position in IJR in Q3 2017 and has held it in 36 quarters since. The position peaked at $933K in Q4 2022. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Orgel Wealth Management held 4,133 shares of iShares Core S&P Small-Cap ETF worth $613K as of Q2 2026.
- Orgel Wealth Management bought 708 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $97.2K.
- iShares Core S&P Small-Cap ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #75 holding.
- Orgel Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- Orgel Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $933K in Q4 2022.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.