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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Kearns & Associates's IJR Position: Q2 2026 in Review

Kearns & Associates held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 5,808 shares worth $861K. The position accounts for 0.4% of the portfolio, ranked #23.

Kearns & Associates first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,424 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kearns & Associates held 5,808 shares of iShares Core S&P Small-Cap ETF worth $861K as of Q2 2026.
Kearns & Associates left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.4% of Kearns & Associates's portfolio in Q2 2026, its #23 holding.
Kearns & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,424 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kearns & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.