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

Kaydan Wealth 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
Q2 		$474K Buy
3,195
+16
+0.5% +$2.2K 0.14% 74
2026
Q1 		$395K Buy
3,179
+35
+1% +$4.45K 0.13% 76
2025
Q4 		$378K Buy
3,144
+1
+0% +$120 0.11% 77
2025
Q3 		$373K Sell
3,143
-174
-5% -$20K 0.11% 79
2025
Q2 		$363K Buy
3,317
+799
+32% +$82.6K 0.12% 77
2025
Q1 		$263K Sell
2,518
-170
-6% -$19.2K 0.08% 90
2024
Q4 		$310K Buy
2,688
+144
+6% +$17.2K 0.1% 81
2024
Q3 		$298K Buy
2,544
+35
+1% +$3.95K 0.09% 86
2024
Q2 		$268K Buy
2,509
+187
+8% +$20K 0.09% 88
2024
Q1 		$257K Buy
2,322
+39
+2% +$4.14K 0.09% 89
2023
Q4 		$247K Buy
2,283
+46
+2% +$4.43K 0.1% 87
2023
Q3 		$211K Buy
2,237
+10
+0.4% +$999 0.08% 88
2023
Q2 		$222K Buy
+2,227
New +$212K 0.09% 84
2022
Q2 		– Sell
-2,321
Closed -$250K – 96
2022
Q1 		$250K Sell
2,321
-408
-15% -$44K 0.11% 89
2021
Q4 		$312K Buy
+2,729
New +$311K 0.12% 85

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kaydan Wealth Management's IJR Position: Q2 2026 in Review

Kaydan Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.5% in Q2 2026, buying an estimated $2.2K and bringing the position to 3,195 shares worth $474K. The position accounts for 0.14% of the portfolio, ranked #74.

Kaydan Wealth Management first reported a position in IJR in Q4 2021 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Kaydan Wealth Management held 3,195 shares of iShares Core S&P Small-Cap ETF worth $474K as of Q2 2026.
  • Kaydan Wealth Management bought 16 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.2K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Kaydan Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Kaydan Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.