Kapstone Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kapstone Financial Advisors’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	$269K	Sell	1,815 -10	-0.5%	-$1.37K	0.11%	131
2026 Q1	$227K	Sell	1,825 -79	-4%	-$10K	0.11%	126
2025 Q4	$229K	Buy	1,904 +79	+4%	+$9.45K	0.11%	106
2025 Q3	$217K	Sell	1,825 -260	-12%	-$29.9K	0.1%	106
2025 Q2	$228K	Hold	2,085	–	–	0.11%	100
2025 Q1	$218K	Hold	2,085	–	–	0.12%	96
2024 Q4	$247K	Hold	2,085	–	–	0.13%	93
2024 Q3	$243K	Sell	2,085 -8	-0.4%	-$904	0.15%	90
2024 Q2	$223K	Hold	2,093	–	–	0.15%	93
2024 Q1	$231K	Hold	2,093	–	–	0.16%	92
2023 Q4	$222K	Buy	+2,093	New	+$202K	0.17%	93
2023 Q3	–	Sell	-2,093	Closed	-$219K	–	95
2023 Q2	$219K	Sell	2,093 -12	-0.6%	-$1.14K	0.18%	91
2023 Q1	$202K	Hold	2,105	–	–	0.18%	89
2022 Q4	$227K	Buy	+2,105	New	+$202K	0.21%	89

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Kapstone Financial Advisors's IJR Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.55% in Q2 2026, selling an estimated $1.37K and leaving 1,815 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #131.

Kapstone Financial Advisors first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kapstone Financial Advisors held 1,815 shares of iShares Core S&P Small-Cap ETF worth $269K as of Q2 2026.
Kapstone Financial Advisors sold 10 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.37K.
iShares Core S&P Small-Cap ETF made up 0.11% of Kapstone Financial Advisors's portfolio in Q2 2026, its #131 holding.
Kapstone Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.