Oversea-Chinese Banking Corp (OCBC)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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
2025 Q1	–	Sell	-57,962	Closed	-$6.68M	–	406
2024 Q4	$6.68M	Buy	57,962 +16,494	+40%	+$1.97M	0.19%	98
2024 Q3	$4.85M	Hold	41,468	–	–	0.13%	117
2024 Q2	$4.42M	Buy	41,468 +21,397	+107%	+$2.29M	0.13%	117
2024 Q1	$2.22M	Hold	20,071	–	–	0.07%	164
2023 Q4	$2.17M	Hold	20,071	–	–	0.08%	138
2023 Q3	$1.89M	Buy	+20,071	New	+$2.01M	0.09%	148

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s IJR Position: Q1 2025 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 57,962 shares — an estimated $6.68M sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in IJR in Q3 2023 and held it in 6 quarters. The position peaked at $6.68M in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Oversea-Chinese Banking Corp (OCBC) reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Oversea-Chinese Banking Corp (OCBC) sold 57,962 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $6.68M.
Oversea-Chinese Banking Corp (OCBC) first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and held it in 6 quarters.
Oversea-Chinese Banking Corp (OCBC)'s iShares Core S&P Small-Cap ETF position peaked at $6.68M in Q4 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q1 2025, filed 2 May 2025.