Kearns & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kearns & Associates’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 Q3	$790K	Hold	5,808	–	–	0.36%	24
2026 Q2	$861K	Hold	5,808	–	–	0.4%	23
2026 Q1	$722K	Hold	5,808	–	–	0.39%	25
2025 Q4	$698K	Hold	5,808	–	–	0.36%	25
2025 Q3	$690K	Hold	5,808	–	–	0.37%	24
2025 Q2	$635K	Hold	5,808	–	–	0.36%	24
2025 Q1	$607K	Hold	5,808	–	–	0.39%	23
2024 Q4	$669K	Hold	5,808	–	–	0.43%	21
2024 Q3	$679K	Hold	5,808	–	–	0.45%	20
2024 Q2	$619K	Hold	5,808	–	–	0.46%	21
2024 Q1	$642K	Hold	5,808	–	–	0.5%	19
2023 Q4	$629K	Hold	5,808	–	–	0.54%	17
2023 Q3	$548K	Hold	5,808	–	–	0.52%	16
2023 Q2	$579K	Hold	5,808	–	–	0.52%	15
2023 Q1	$562K	Hold	5,808	–	–	0.56%	13
2022 Q4	$550K	Hold	5,808	–	–	0.58%	15
2022 Q3	$506K	Hold	5,808	–	–	0.68%	10
2022 Q2	$537K	Hold	5,808	–	–	0.71%	10
2022 Q1	$627K	Hold	5,808	–	–	0.65%	11
2021 Q4	$665K	Buy	+5,808	New	+$662K	0.65%	11

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kearns & Associates's IJR Position: Q3 2026 in Review

Kearns & Associates held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 5,808 shares worth $790K. The position accounts for 0.36% of the portfolio, ranked #24.

Kearns & Associates first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $861K in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Kearns & Associates held 5,808 shares of iShares Core S&P Small-Cap ETF worth $790K as of Q3 2026.
Kearns & Associates left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.36% of Kearns & Associates's portfolio in Q3 2026, its #24 holding.
Kearns & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Kearns & Associates's iShares Core S&P Small-Cap ETF position peaked at $861K in Q2 2026.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Kearns & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.