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

Kanawha 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 		$5.88M Buy
47,325
+7,418
+19% +$942K 0.41% 67
2025
Q4 		$4.8M Sell
39,907
-314
-0.8% -$37.6K 0.33% 71
2025
Q3 		$4.78M Sell
40,221
-672
-2% -$77.3K 0.33% 71
2025
Q2 		$4.47M Sell
40,893
-1,060
-3% -$110K 0.33% 72
2025
Q1 		$4.39M Buy
41,953
+212
+0.5% +$23.9K 0.34% 71
2024
Q4 		$4.81M Buy
41,741
+5,458
+15% +$652K 0.38% 65
2024
Q3 		$4.24M Buy
36,283
+5,999
+20% +$678K 0.31% 72
2024
Q2 		$3.23M Buy
30,284
+1,050
+4% +$112K 0.25% 78
2024
Q1 		$3.23M Buy
29,234
+8,364
+40% +$888K 0.26% 78
2023
Q4 		$2.26M Sell
20,870
-4,723
-18% -$455K 0.21% 80
2023
Q3 		$2.41M Buy
25,593
+190
+0.7% +$19K 0.23% 79
2023
Q2 		$2.53M Buy
25,403
+798
+3% +$76K 0.23% 77
2023
Q1 		$2.38M Buy
24,605
+566
+2% +$56.6K 0.23% 78
2022
Q4 		$2.27M Buy
24,039
+1,328
+6% +$127K 0.22% 78
2022
Q3 		$1.98M Buy
22,711
+640
+3% +$62.2K 0.22% 79
2022
Q2 		$2.04M Buy
22,071
+803
+4% +$79.9K 0.21% 79
2022
Q1 		$2.29M Buy
21,268
+780
+4% +$84.2K 0.2% 80
2021
Q4 		$2.35M Buy
20,488
+1,820
+10% +$207K 0.2% 78
2021
Q3 		$2.04M Buy
18,668
+1,091
+6% +$120K 0.19% 82
2021
Q2 		$1.99M Buy
17,577
+840
+5% +$93.7K 0.18% 84
2021
Q1 		$1.82M Buy
16,737
+580
+4% +$60.7K 0.18% 85
2020
Q4 		$1.49M Buy
16,157
+960
+6% +$78.9K 0.15% 90
2020
Q3 		$1.07M Buy
15,197
+2,127
+16% +$152K 0.12% 91
2020
Q2 		$893K Buy
13,070
+1,645
+14% +$104K 0.11% 100
2020
Q1 		$641K Buy
+11,425
New +$851K 0.09% 107

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kanawha Capital Management's IJR Position: Q1 2026 in Review

Kanawha Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q1 2026, buying an estimated $942K and bringing the position to 47,325 shares worth $5.88M. The position accounts for 0.41% of the portfolio, ranked #67.

Kanawha Capital Management first reported a position in IJR in Q1 2020 and has held it in 25 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Kanawha Capital Management held 47,325 shares of iShares Core S&P Small-Cap ETF worth $5.88M as of Q1 2026.
  • Kanawha Capital Management bought 7,418 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $942K.
  • iShares Core S&P Small-Cap ETF made up 0.41% of Kanawha Capital Management's portfolio in Q1 2026, its #67 holding.
  • Kanawha Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.