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

SilverOak Wealth 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 Q2	$61.8M	Sell	416,780 -2,113	-0.5%	-$290K	7.96%	5
2026 Q1	$52.1M	Buy	418,893 +8,268	+2%	+$1.05M	8.23%	5
2025 Q4	$49.3M	Buy	410,625 +14,670	+4%	+$1.75M	7.73%	5
2025 Q3	$47.1M	Buy	395,955 +21,019	+6%	+$2.42M	7.94%	5
2025 Q2	$41M	Buy	374,936 +5,804	+2%	+$600K	7.69%	5
2025 Q1	$38.6M	Buy	369,132 +20,068	+6%	+$2.26M	8.35%	5
2024 Q4	$40.2M	Buy	349,064 +15,747	+5%	+$1.88M	8.65%	5
2024 Q3	$39M	Buy	333,317 +10,328	+3%	+$1.17M	8.75%	5
2024 Q2	$34.5M	Buy	322,989 +8,602	+3%	+$920K	8.27%	5
2024 Q1	$34.7M	Buy	314,387 +11,272	+4%	+$1.2M	8.63%	5
2023 Q4	$32.8M	Buy	+303,115	New	+$29.2M	8.87%	4

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

SilverOak Wealth Management's IJR Position: Q2 2026 in Review

SilverOak Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.5% in Q2 2026, selling an estimated $290K and leaving 416,780 shares worth $61.8M. The position accounts for 7.96% of the portfolio, ranked #5.

SilverOak Wealth Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

SilverOak Wealth Management held 416,780 shares of iShares Core S&P Small-Cap ETF worth $61.8M as of Q2 2026.
SilverOak Wealth Management sold 2,113 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $290K.
iShares Core S&P Small-Cap ETF made up 7.96% of SilverOak Wealth Management's portfolio in Q2 2026, its #5 holding.
SilverOak Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.