KLI
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Kelman-Lazarov Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kelman-Lazarov Inc’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
Q1 		$26.4M Buy
212,193
+2,935
+1% +$373K 3.78% 8
2025
Q4 		$25.1M Buy
209,258
+4,904
+2% +$586K 3.59% 9
2025
Q3 		$24.3M Buy
204,354
+1,953
+1% +$225K 3.6% 9
2025
Q2 		$22.1M Buy
202,401
+74
+0% +$7.65K 3.58% 9
2025
Q1 		$21.2M Buy
202,327
+7,872
+4% +$888K 3.84% 8
2024
Q4 		$22.4M Sell
194,455
-9,503
-5% -$1.14M 4.03% 7
2024
Q3 		$23.9M Buy
203,958
+4,054
+2% +$458K 4.1% 7
2024
Q2 		$21.3M Buy
199,904
+59,544
+42% +$6.37M 3.98% 7
2024
Q1 		$15.5M Buy
140,360
+14,759
+12% +$1.57M 3.03% 11
2023
Q4 		$13.6M Sell
125,601
-120
-0.1% -$11.6K 2.94% 11
2023
Q3 		$11.9M Buy
125,721
+1,791
+1% +$179K 2.8% 12
2023
Q2 		$12.3M Buy
123,930
+3,425
+3% +$326K 2.97% 11
2023
Q1 		$11.7M Sell
120,505
-1,385
-1% -$138K 3.02% 11
2022
Q4 		$11.5M Buy
121,890
+1,461
+1% +$140K 3.25% 11
2022
Q3 		$10.5M Buy
120,429
+1,553
+1% +$151K 3.57% 10
2022
Q2 		$11M Buy
118,876
+150
+0.1% +$14.9K 3.71% 9
2022
Q1 		$12.8M Buy
118,726
+2,205
+2% +$238K 4.26% 8
2021
Q4 		$13.3M Buy
116,521
+2,688
+2% +$306K 4.29% 7
2021
Q3 		$12.4M Sell
113,833
-796
-0.7% -$87.6K 4.35% 7
2021
Q2 		$13M Sell
114,629
-32,465
-22% -$3.62M 4.52% 6
2021
Q1 		$16M Sell
147,094
-3,106
-2% -$325K 5.69% 6
2020
Q4 		$13.8M Sell
150,200
-801
-0.5% -$65.8K 5.3% 6
2020
Q3 		$10.6M Sell
151,001
-348
-0.2% -$24.9K 4.82% 6
2020
Q2 		$10.3M Buy
151,349
+1,269
+0.8% +$80.1K 4.79% 6
2020
Q1 		$8.42M Buy
150,080
+46,994
+46% +$3.5M 4.51% 7
2019
Q4 		$8.64M Buy
103,086
+20,767
+25% +$1.67M 3.89% 8
2019
Q3 		$6.41M Buy
82,319
+4,454
+6% +$345K 3.16% 9
2019
Q2 		$6.09M Buy
77,865
+5,933
+8% +$461K 3.12% 9
2019
Q1 		$5.55M Buy
71,932
+15,204
+27% +$1.17M 2.93% 10
2018
Q4 		$3.93M Buy
56,728
+5,186
+10% +$401K 2.45% 11
2018
Q3 		$4.5M Buy
51,542
+3,365
+7% +$295K 2.63% 9
2018
Q2 		$4.02M Buy
48,177
+3,408
+8% +$278K 2.16% 12
2018
Q1 		$3.45M Buy
44,769
+4,387
+11% +$341K 1.85% 13
2017
Q4 		$3.1M Buy
40,382
+10,531
+35% +$794K 1.58% 18
2017
Q3 		$2.22M Buy
29,851
+24,683
+478% +$1.73M 1.17% 25
2017
Q2 		$362K Hold
5,168
– – 0.2% 91
2017
Q1 		$357K Sell
5,168
-52
-1% -$3.59K 0.23% 85
2016
Q4 		$359K Hold
5,220
– – 0.2% 93
2016
Q3 		$322K Hold
5,220
– – 0.18% 94
2016
Q2 		$304K Sell
5,220
-252
-5% -$14.4K 0.17% 97
2016
Q1 		$309K Buy
+5,472
New +$286K 0.18% 102

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelman-Lazarov Inc's IJR Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q1 2026, buying an estimated $373K and bringing the position to 212,193 shares worth $26.4M. The position accounts for 3.78% of the portfolio, ranked #8.

Kelman-Lazarov Inc first reported a position in IJR in Q1 2016 and has held it in 41 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Kelman-Lazarov Inc held 212,193 shares of iShares Core S&P Small-Cap ETF worth $26.4M as of Q1 2026.
  • Kelman-Lazarov Inc bought 2,935 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $373K.
  • iShares Core S&P Small-Cap ETF made up 3.78% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #8 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.