Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kayne Anderson Rudnick Investment 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 		$197K Sell
1,585
-27,634
-95% -$3.51M ﹤0.01% 505
2025
Q4 		$3.51M Buy
29,219
+27,634
+1,743% +$3.3M 0.01% 287
2025
Q3 		$188K Hold
1,585
– – ﹤0.01% 507
2025
Q2 		$173K Sell
1,585
-676
-30% -$69.9K ﹤0.01% 513
2025
Q1 		$236K Buy
2,261
+101
+5% +$11.4K ﹤0.01% 467
2024
Q4 		$249K Buy
2,160
+332
+18% +$39.7K ﹤0.01% 443
2024
Q3 		$214K Hold
1,828
– – ﹤0.01% 442
2024
Q2 		$195K Buy
1,828
+314
+21% +$33.6K ﹤0.01% 460
2024
Q1 		$167K Buy
1,514
+409
+37% +$43.4K ﹤0.01% 471
2023
Q4 		$120K Hold
1,105
– – ﹤0.01% 467
2023
Q3 		$104K Hold
1,105
– – ﹤0.01% 460
2023
Q2 		$110K Hold
1,105
– – ﹤0.01% 455
2023
Q1 		$107K Buy
1,105
+91
+9% +$9.1K ﹤0.01% 450
2022
Q4 		$96.1K Hold
1,014
– – ﹤0.01% 467
2022
Q3 		$88K Sell
1,014
-1,098
-52% -$107K ﹤0.01% 451
2022
Q2 		$195K Buy
2,112
+1,836
+665% +$183K ﹤0.01% 413
2022
Q1 		$30K Sell
276
-310
-53% -$33.5K ﹤0.01% 486
2021
Q4 		$67K Buy
586
+185
+46% +$21.1K ﹤0.01% 465
2021
Q3 		$44K Sell
401
-35
-8% -$3.85K ﹤0.01% 472
2021
Q2 		$49K Buy
436
+35
+9% +$3.9K ﹤0.01% 468
2021
Q1 		$44K Sell
401
-974
-71% -$102K ﹤0.01% 464
2020
Q4 		$126K Buy
1,375
+1,132
+466% +$93K ﹤0.01% 400
2020
Q3 		$17K Buy
+243
New +$17.4K ﹤0.01% 453
2020
Q1 		– Sell
-68
Closed -$6K – 644
2019
Q4 		$6K Buy
+68
New +$5.47K ﹤0.01% 445
2019
Q1 		– Sell
-3,060
Closed -$212K – 349
2018
Q4 		$212K Hold
3,060
– – ﹤0.01% 348
2018
Q3 		$267K Hold
3,060
– – ﹤0.01% 322
2018
Q2 		$256K Hold
3,060
– – ﹤0.01% 328
2018
Q1 		$236K Sell
3,060
-5,865
-66% -$457K ﹤0.01% 339
2017
Q4 		$686K Buy
+8,925
New +$673K 0.01% 309
2016
Q3 		– Sell
-339,452
Closed -$19.7M – 336
2016
Q2 		$19.7M Buy
+339,452
New +$19.4M 0.3% 90

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's IJR Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 95% in Q1 2026, selling an estimated $3.51M and leaving 1,585 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Kayne Anderson Rudnick Investment Management first reported a position in IJR in Q2 2016 and has held it in 30 quarters since. The position peaked at $19.7M in Q2 2016. 2,745 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 1,585 shares of iShares Core S&P Small-Cap ETF worth $197K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 27,634 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.51M.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #505 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 30 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares Core S&P Small-Cap ETF position peaked at $19.7M in Q2 2016.
  • 2,745 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.