Caliber Wealth Management (Kansas)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Caliber Wealth Management (Kansas)’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	$22.1M	Sell	149,234 -2,097	-1%	-$288K	2.14%	9
2026 Q1	$18.8M	Sell	151,331 -1,801	-1%	-$229K	2.06%	9
2025 Q4	$18.4M	Sell	153,132 -3,118	-2%	-$373K	1.98%	12
2025 Q3	$18.6M	Sell	156,250 -3,270	-2%	-$376K	2.07%	10
2025 Q2	$17.4M	Buy	159,520 +112,002	+236%	+$11.6M	1.87%	11
2025 Q1	$4.97M	Buy	+47,518	New	+$5.36M	0.68%	32

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IJR Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, selling an estimated $288K and leaving 149,234 shares worth $22.1M. The position accounts for 2.14% of the portfolio, ranked #9.

Caliber Wealth Management (Kansas) first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. 1,279 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Caliber Wealth Management (Kansas) held 149,234 shares of iShares Core S&P Small-Cap ETF worth $22.1M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 2,097 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $288K.
iShares Core S&P Small-Cap ETF made up 2.14% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #9 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,279 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.