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Keeler & Nadler Financial Planning & Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Keeler & Nadler Financial Planning & 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 		$9.73M Buy
65,616
+2,195
+3% +$301K 2.76% 14
2026
Q1 		$7.88M Buy
63,421
+954
+2% +$121K 2.67% 14
2025
Q4 		$7.51M Buy
62,467
+4,107
+7% +$491K 2.6% 12
2025
Q3 		$6.93M Buy
58,360
+3,968
+7% +$456K 2.54% 12
2025
Q2 		$5.94M Buy
54,392
+1,349
+3% +$139K 2.38% 12
2025
Q1 		$5.52M Buy
53,043
+4,087
+8% +$461K 2.49% 14
2024
Q4 		$5.64M Buy
48,956
+4,160
+9% +$497K 2.64% 14
2024
Q3 		$5.24M Buy
44,796
+3,844
+9% +$434K 2.55% 13
2024
Q2 		$4.37M Buy
40,952
+6,249
+18% +$669K 2.4% 13
2024
Q1 		$3.84M Buy
34,703
+8,686
+33% +$922K 2.3% 12
2023
Q4 		$2.82M Buy
+26,017
New +$2.51M 2.04% 16
2022
Q4 		$2.12M Buy
+22,432
New +$2.15M 1.92% 16
2021
Q4 		$1.27M Buy
+11,061
New +$1.26M 1.17% 22

Other funds holding IJR

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's IJR Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q2 2026, buying an estimated $301K and bringing the position to 65,616 shares worth $9.73M. The position accounts for 2.76% of the portfolio, ranked #14.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in IJR in Q4 2021 and has held it in 13 quarters since. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 65,616 shares of iShares Core S&P Small-Cap ETF worth $9.73M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 2,195 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $301K.
  • iShares Core S&P Small-Cap ETF made up 2.76% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.