Davidson Kahn Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Davidson Kahn Capital 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 Q1	–	Sell	-4,953	Closed	-$595K	–	64
2025 Q4	$595K	Sell	4,953 -40	-0.8%	-$4.78K	0.31%	48
2025 Q3	$593K	Sell	4,993 -4	-0.1%	-$460	0.33%	49
2025 Q2	$546K	Sell	4,997 -43	-0.9%	-$4.45K	0.35%	49
2025 Q1	$527K	Buy	5,040 +273	+6%	+$30.8K	0.41%	42
2024 Q4	$549K	Buy	+4,767	New	+$570K	0.51%	40

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Davidson Kahn Capital Management's IJR Position: Q1 2026 in Review

Davidson Kahn Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 4,953 shares — an estimated $595K sold.

Davidson Kahn Capital Management first reported a position in IJR in Q4 2024 and held it in 5 quarters. The position peaked at $595K in Q4 2025. 2,762 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Davidson Kahn Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Davidson Kahn Capital Management sold 4,953 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $595K.
Davidson Kahn Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 5 quarters.
Davidson Kahn Capital Management's iShares Core S&P Small-Cap ETF position peaked at $595K in Q4 2025.
2,762 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.