Silver Oak Securities’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Silver Oak Securities’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	$4.93M	Buy	33,235 +1,641	+5%	+$225K	0.3%	78
2026 Q1	$3.93M	Sell	31,594 -6,192	-16%	-$787K	0.29%	75
2025 Q4	$4.6M	Sell	37,786 -679	-2%	-$81.2K	0.31%	74
2025 Q3	$4.57M	Sell	38,465 -533	-1%	-$61.3K	0.34%	65
2025 Q2	$4.26M	Sell	38,998 -3,432	-8%	-$355K	0.35%	60
2025 Q1	$4.41M	Buy	42,430 +7,582	+22%	+$856K	0.4%	56
2024 Q4	$4.01M	Sell	34,848 -1,010	-3%	-$121K	0.37%	63
2024 Q3	$4.18M	Buy	35,858 +11,643	+48%	+$1.32M	0.44%	54
2024 Q2	$2.58M	Sell	24,215 -2,052	-8%	-$220K	0.39%	64
2024 Q1	$2.9M	Sell	26,267 -7,777	-23%	-$826K	0.44%	48
2023 Q4	$3.69M	Buy	34,044 +4,288	+14%	+$413K	0.49%	46
2023 Q3	$2.81M	Sell	29,756 -12,590	-30%	-$1.26M	0.61%	33
2023 Q2	$4.22M	Buy	42,346 +4,390	+12%	+$418K	0.68%	30
2023 Q1	$3.67M	Sell	37,956 -489	-1%	-$48.9K	0.6%	35
2022 Q4	$3.64M	Buy	38,445 +8,689	+29%	+$833K	0.68%	32
2022 Q3	$2.81M	Sell	29,756 -4,833	-14%	-$469K	0.61%	33
2022 Q2	$3.36M	Buy	34,589 +301	+0.9%	+$29.9K	0.75%	23
2022 Q1	$3.57M	Buy	+34,288	New	+$3.7M	0.73%	25

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Silver Oak Securities's IJR Position: Q2 2026 in Review

Silver Oak Securities increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q2 2026, buying an estimated $225K and bringing the position to 33,235 shares worth $4.93M. The position accounts for 0.3% of the portfolio, ranked #78.

Silver Oak Securities first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Silver Oak Securities held 33,235 shares of iShares Core S&P Small-Cap ETF worth $4.93M as of Q2 2026.
Silver Oak Securities bought 1,641 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $225K.
iShares Core S&P Small-Cap ETF made up 0.3% of Silver Oak Securities's portfolio in Q2 2026, its #78 holding.
Silver Oak Securities first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.