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Osbon Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Osbon Capital 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
Q1 		$283K Hold
2,277
– – 0.23% 57
2025
Q4 		$274K Buy
+2,277
New +$272K 0.26% 49
2019
Q2 		$789K Buy
+10,085
New +$783K 0.84% 25

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osbon Capital Management's IJR Position: Q1 2026 in Review

Osbon Capital Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 2,277 shares worth $283K. The position accounts for 0.23% of the portfolio, ranked #57.

Osbon Capital Management first reported a position in IJR in Q2 2019 and has held it in 3 quarters since. The position peaked at $789K in Q2 2019. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Osbon Capital Management held 2,277 shares of iShares Core S&P Small-Cap ETF worth $283K as of Q1 2026.
  • Osbon Capital Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.23% of Osbon Capital Management's portfolio in Q1 2026, its #57 holding.
  • Osbon Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 3 quarters since.
  • Osbon Capital Management's iShares Core S&P Small-Cap ETF position peaked at $789K in Q2 2019.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.