Cohen Klingenstein’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cohen Klingenstein’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	$356K	Hold	2,400	–	–	0.01%	194
2026 Q1	$298K	Hold	2,400	–	–	0.01%	199
2025 Q4	$288K	Hold	2,400	–	–	0.01%	198
2025 Q3	$285K	Hold	2,400	–	–	0.01%	196
2025 Q2	$262K	Hold	2,400	–	–	0.01%	198
2025 Q1	$251K	Hold	2,400	–	–	0.01%	202
2024 Q4	$277K	Hold	2,400	–	–	0.01%	202
2024 Q3	$281K	Hold	2,400	–	–	0.01%	213
2024 Q2	$256K	Hold	2,400	–	–	0.01%	217
2024 Q1	$265K	Hold	2,400	–	–	0.01%	215
2023 Q4	$260K	Hold	2,400	–	–	0.01%	215
2023 Q3	$226K	Hold	2,400	–	–	0.01%	218
2023 Q2	$239K	Hold	2,400	–	–	0.01%	219
2023 Q1	$232K	Hold	2,400	–	–	0.01%	216
2022 Q4	$227K	Hold	2,400	–	–	0.01%	216
2022 Q3	$209K	Hold	2,400	–	–	0.01%	220
2022 Q2	$222K	Hold	2,400	–	–	0.01%	219
2022 Q1	$259K	Hold	2,400	–	–	0.01%	219
2021 Q4	$275K	Hold	2,400	–	–	0.01%	218
2021 Q3	$262K	Hold	2,400	–	–	0.01%	238
2021 Q2	$271K	Hold	2,400	–	–	0.01%	233
2021 Q1	$260K	Hold	2,400	–	–	0.01%	232
2020 Q4	$221K	Buy	+2,400	New	+$197K	0.01%	235
2020 Q1	–	Sell	-2,400	Closed	-$201K	–	233
2019 Q4	$201K	Buy	+2,400	New	+$193K	0.01%	235
2018 Q4	–	Sell	-2,400	Closed	-$209K	–	163
2018 Q3	$209K	Hold	2,400	–	–	0.03%	165
2018 Q2	$200K	Buy	+2,400	New	+$196K	0.03%	165

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cohen Klingenstein's IJR Position: Q2 2026 in Review

Cohen Klingenstein held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,400 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #194.

Cohen Klingenstein first reported a position in IJR in Q2 2018 and has held it in 26 quarters since. 1,435 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cohen Klingenstein held 2,400 shares of iShares Core S&P Small-Cap ETF worth $356K as of Q2 2026.
Cohen Klingenstein left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Cohen Klingenstein's portfolio in Q2 2026, its #194 holding.
Cohen Klingenstein first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 26 quarters since.
1,435 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.