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Kelly Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kelly Financial Services’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 		– Sell
-4,721
Closed -$587K – 146
2026
Q1 		$587K Buy
4,721
+1,332
+39% +$169K 0.14% 60
2025
Q4 		$407K Buy
+3,389
New +$405K 0.1% 70
2024
Q3 		– Sell
-391
Closed -$41.7K – 408
2024
Q2 		$41.7K Sell
391
-123
-24% -$13.2K 0.01% 248
2024
Q1 		$56.8K Sell
514
-3,746
-88% -$398K 0.02% 207
2023
Q4 		$461K Buy
4,260
+3,403
+397% +$328K 0.19% 61
2023
Q3 		$80.9K Buy
857
+367
+75% +$36.7K 0.04% 140
2023
Q2 		$48.8K Sell
490
-1,910
-80% -$182K 0.02% 190
2023
Q1 		$232K Sell
2,400
-37,141
-94% -$3.71M 0.12% 78
2022
Q4 		$3.74M Buy
39,541
+1,662
+4% +$159K 1.97% 7
2022
Q3 		$3.3M Buy
37,879
+27,570
+267% +$2.68M 1.93% 8
2022
Q2 		$953K Sell
10,309
-38,384
-79% -$3.82M 0.5% 30
2022
Q1 		$5.25M Buy
48,693
+43,700
+875% +$4.72M 2.37% 9
2021
Q4 		$572K Buy
4,993
+1,324
+36% +$151K 0.26% 31
2021
Q3 		$401K Sell
3,669
-402,353
-99% -$44.3M 0.23% 40
2021
Q2 		$3.59M Buy
406,022
+402,384
+11,061% +$44.9M 0.14% 48
2021
Q1 		$395K Buy
3,638
+2,385
+190% +$250K 0.25% 29
2020
Q4 		$115K Buy
1,253
+37
+3% +$3.04K 0.08% 61
2020
Q3 		$85.4K Buy
1,216
+740
+155% +$53K 0.06% 66
2020
Q2 		$32.5K Buy
476
+1
+0.2% +$63 0.03% 122
2020
Q1 		$26.6K Buy
475
+2
+0.4% +$149 0.03% 117
2019
Q4 		$39.6K Buy
473
+9
+2% +$724 0.03% 99
2019
Q3 		$36.1K Sell
464
-65
-12% -$5.03K 0.03% 105
2019
Q2 		$41.4K Buy
+529
New +$41.1K 0.04% 89

Other funds holding IJR

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
Commonwealth Equity Services
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
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

Kelly Financial Services's IJR Position: Q2 2026 in Review

Kelly Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 4,721 shares — an estimated $587K sold.

Kelly Financial Services first reported a position in IJR in Q2 2019 and held it in 23 quarters. The position peaked at $5.25M in Q1 2022. 1,395 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Kelly Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Kelly Financial Services sold 4,721 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $587K.
  • Kelly Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and held it in 23 quarters.
  • Kelly Financial Services's iShares Core S&P Small-Cap ETF position peaked at $5.25M in Q1 2022.
  • 1,395 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.