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

SkyOak Wealth’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 		$10.4M Buy
70,005
+1,520
+2% +$209K 1.7% 13
2026
Q1 		$8.51M Buy
68,485
+1,300
+2% +$165K 1.56% 14
2025
Q4 		$8.07M Buy
67,185
+2,181
+3% +$261K 1.45% 15
2025
Q3 		$7.72M Sell
65,004
-1,023
-2% -$118K 1.46% 17
2025
Q2 		$7.22M Sell
66,027
-406
-0.6% -$42K 1.45% 16
2025
Q1 		$6.95M Sell
66,433
-8,776
-12% -$990K 1.52% 16
2024
Q4 		$8.67M Sell
75,209
-6,747
-8% -$806K 1.85% 11
2024
Q3 		$9.59M Sell
81,956
-3,856
-4% -$436K 2.12% 9
2024
Q2 		$9.15M Buy
85,812
+4,050
+5% +$433K 2.14% 9
2024
Q1 		$9.04M Buy
81,762
+2,078
+3% +$221K 2.16% 9
2023
Q4 		$8.63M Buy
79,684
+4,366
+6% +$421K 2.25% 9
2023
Q3 		$7.1M Buy
75,318
+3,692
+5% +$369K 2.08% 9
2023
Q2 		$7.14M Buy
71,626
+11,465
+19% +$1.09M 2.02% 9
2023
Q1 		$5.82M Buy
60,161
+5,521
+10% +$552K 1.77% 13
2022
Q4 		$5.17M Buy
54,640
+7,926
+17% +$760K 1.74% 13
2022
Q3 		$4.07M Buy
46,714
+4,284
+10% +$416K 1.46% 15
2022
Q2 		$3.92M Sell
42,430
-983
-2% -$97.8K 1.34% 21
2022
Q1 		$4.68M Buy
43,413
+2,746
+7% +$296K 1.3% 18
2021
Q4 		$4.66M Buy
40,667
+3,584
+10% +$408K 1.18% 25
2021
Q3 		$4.05M Buy
37,083
+773
+2% +$85.1K 1.09% 25
2021
Q2 		$4.1M Buy
36,310
+4,117
+13% +$459K 1.1% 23
2021
Q1 		$3.61M Buy
32,193
+1,162
+4% +$122K 1% 27
2020
Q4 		$2.85M Sell
31,031
-565
-2% -$46.4K 0.89% 33
2020
Q3 		$2.22M Buy
31,596
+8,176
+35% +$586K 0.8% 36
2020
Q2 		$1.6M Buy
23,420
+11,031
+89% +$696K 0.59% 48
2020
Q1 		$695K Buy
12,389
+2,157
+21% +$161K 0.36% 66
2019
Q4 		$858K Buy
+10,232
New +$823K 0.27% 83

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SkyOak Wealth's IJR Position: Q2 2026 in Review

SkyOak Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q2 2026, buying an estimated $209K and bringing the position to 70,005 shares worth $10.4M. The position accounts for 1.7% of the portfolio, ranked #13.

SkyOak Wealth first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • SkyOak Wealth held 70,005 shares of iShares Core S&P Small-Cap ETF worth $10.4M as of Q2 2026.
  • SkyOak Wealth bought 1,520 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $209K.
  • iShares Core S&P Small-Cap ETF made up 1.7% of SkyOak Wealth's portfolio in Q2 2026, its #13 holding.
  • SkyOak Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.