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Orin Green Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Orin Green Financial’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 		$7.08M Sell
47,749
-103
-0.2% -$14.1K 2.61% 10
2026
Q1 		$5.95M Buy
47,852
+69
+0.1% +$8.77K 2.44% 11
2025
Q4 		$5.74M Buy
47,783
+927
+2% +$111K 2.3% 12
2025
Q3 		$5.57M Buy
46,856
+936
+2% +$108K 2.23% 12
2025
Q2 		$5.02M Sell
45,920
-61
-0.1% -$6.31K 2.12% 15
2025
Q1 		$4.34M Buy
+45,981
New +$5.19M 2.05% 15
2024
Q4 		– Sell
-46,628
Closed -$5.57M – 11
2024
Q3 		$5.45M Buy
46,628
+1,859
+4% +$210K 2.35% 11
2024
Q2 		$4.78M Buy
+44,769
New +$4.79M 2.2% 11
2024
Q1 		– Sell
-45,436
Closed -$4.82M – 11
2023
Q4 		$4.91M Sell
45,436
-533
-1% -$51.4K 2.42% 11
2023
Q3 		$4.34M Sell
45,969
-2,331
-5% -$233K 2.41% 11
2023
Q2 		$4.81M Buy
48,300
+973
+2% +$92.6K 2.52% 11
2023
Q1 		$4.58M Sell
47,327
-844
-2% -$84.4K 2.48% 12
2022
Q4 		$4.56M Buy
48,171
+1,825
+4% +$175K 2.68% 11
2022
Q3 		$4.05M Sell
46,346
-7,076
-13% -$687K 2.63% 11
2022
Q2 		$4.93M Buy
53,422
+2,031
+4% +$202K 3.08% 11
2022
Q1 		$5.54M Buy
51,391
+824
+2% +$88.9K 3.62% 9
2021
Q4 		$5.39M Buy
50,567
+5,038
+11% +$574K 3.91% 8
2021
Q3 		$4.97M Buy
45,529
+1,414
+3% +$156K 3.47% 9
2021
Q2 		$4.98M Buy
44,115
+3,892
+10% +$434K 3.53% 9
2021
Q1 		$4.37M Sell
40,223
-6,145
-13% -$643K 3.55% 10
2020
Q4 		$4.26M Buy
+46,368
New +$3.81M 3.38% 10

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orin Green Financial's IJR Position: Q2 2026 in Review

Orin Green Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.22% in Q2 2026, selling an estimated $14.1K and leaving 47,749 shares worth $7.08M. The position accounts for 2.61% of the portfolio, ranked #10.

Orin Green Financial first reported a position in IJR in Q4 2020 and has held it in 21 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Orin Green Financial held 47,749 shares of iShares Core S&P Small-Cap ETF worth $7.08M as of Q2 2026.
  • Orin Green Financial sold 103 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Core S&P Small-Cap ETF made up 2.61% of Orin Green Financial's portfolio in Q2 2026, its #10 holding.
  • Orin Green Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.