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

Keeler Thomas 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	$899K	Buy	+6,062	New	+$832K	0.32%	87
2019 Q2	–	Sell	-8,228	Closed	-$815K	–	54
2019 Q1	$815K	Hold	8,228	–	–	0.68%	40
2018 Q4	$728K	Sell	8,228 -13,611	-62%	-$1.05M	0.84%	35
2018 Q3	$2.78M	Buy	+21,839	New	+$1.91M	2.31%	16
2018 Q2	–	Sell	-25,709	Closed	-$2.67M	–	56
2018 Q1	$2.67M	Sell	25,709 -5,500	-18%	-$428K	2.65%	12
2017 Q4	$2.97M	Buy	+31,209	New	+$2.35M	2.73%	11

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Keeler Thomas Management's IJR Position: Q2 2026 in Review

Keeler Thomas Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 6,062 shares worth $899K. The stake represents 0.32% of the portfolio and ranks #87 among its holdings. This is a return to the name: Keeler Thomas Management previously reported a position in IJR as recently as Q1 2019.

Keeler Thomas Management first reported a position in IJR in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.97M in Q4 2017. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Keeler Thomas Management held 6,062 shares of iShares Core S&P Small-Cap ETF worth $899K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Keeler Thomas Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.32% of Keeler Thomas Management's portfolio in Q2 2026, its #87 holding.
Keeler Thomas Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 6 quarters since.
Keeler Thomas Management's iShares Core S&P Small-Cap ETF position peaked at $2.97M in Q4 2017.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.