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

Osborne Partners 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	$325K	Buy	+2,611	New	+$332K	0.02%	167

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osborne Partners Capital Management's IJR Position: Q1 2026 in Review

Osborne Partners Capital Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 2,611 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings.

2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Osborne Partners Capital Management held 2,611 shares of iShares Core S&P Small-Cap ETF worth $325K as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Osborne Partners Capital Management position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Osborne Partners Capital Management's portfolio in Q1 2026, its #167 holding.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.