Christensen King & Associates Investment Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Christensen King & Associates Investment Services’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	$1.54M	Sell	10,367 -97	-0.9%	-$13.3K	0.61%	30
2026 Q1	$1.3M	Buy	10,464 +428	+4%	+$54.4K	0.56%	32
2025 Q4	$1.21M	Buy	10,036 +131	+1%	+$15.7K	0.51%	33
2025 Q3	$1.18M	Buy	9,905 +316	+3%	+$36.3K	0.51%	33
2025 Q2	$1.05M	Buy	9,589 +65	+0.7%	+$6.72K	0.48%	34
2025 Q1	$1.02M	Sell	9,524 -655	-6%	-$73.9K	0.49%	34
2024 Q4	$1.19M	Buy	10,179 +272	+3%	+$32.5K	0.56%	30
2024 Q3	$1.16M	Buy	9,907 +2,548	+35%	+$288K	0.55%	32
2024 Q2	$785K	Buy	7,359 +2,136	+41%	+$229K	0.39%	39
2024 Q1	$577K	Buy	5,223 +558	+12%	+$59.3K	0.29%	49
2023 Q4	$505K	Buy	+4,665	New	+$450K	0.27%	51

Other funds holding IJR

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Christensen King & Associates Investment Services's IJR Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.93% in Q2 2026, selling an estimated $13.3K and leaving 10,367 shares worth $1.54M. The position accounts for 0.61% of the portfolio, ranked #30.

Christensen King & Associates Investment Services first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,019 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Christensen King & Associates Investment Services held 10,367 shares of iShares Core S&P Small-Cap ETF worth $1.54M as of Q2 2026.
Christensen King & Associates Investment Services sold 97 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.3K.
iShares Core S&P Small-Cap ETF made up 0.61% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #30 holding.
Christensen King & Associates Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.