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

Kendall Capital 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	$392K	Sell	2,644 -13	-0.5%	-$1.78K	0.07%	182
2026 Q1	$330K	Buy	2,657 +13	+0.5%	+$1.65K	0.07%	185
2025 Q4	$318K	Buy	2,644 +66	+3%	+$7.89K	0.07%	185
2025 Q3	$306K	Hold	2,578	–	–	0.07%	192
2025 Q2	$282K	Sell	2,578 -32	-1%	-$3.31K	0.07%	192
2025 Q1	$273K	Sell	2,610 -59	-2%	-$6.66K	0.08%	189
2024 Q4	$308K	Buy	+2,669	New	+$319K	0.09%	179

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

Kendall Capital Management's IJR Position: Q2 2026 in Review

Kendall Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.49% in Q2 2026, selling an estimated $1.78K and leaving 2,644 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #182.

Kendall Capital Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kendall Capital Management held 2,644 shares of iShares Core S&P Small-Cap ETF worth $392K as of Q2 2026.
Kendall Capital Management sold 13 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.78K.
iShares Core S&P Small-Cap ETF made up 0.07% of Kendall Capital Management's portfolio in Q2 2026, its #182 holding.
Kendall Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.