Kentucky Farm Bureau Mutual Insurance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kentucky Farm Bureau Mutual Insurance’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
2025 Q3	–	Sell	-40,000	Closed	-$4.37M	–	62
2025 Q2	$4.37M	Hold	40,000	–	–	0.93%	28
2025 Q1	$4.18M	Hold	40,000	–	–	0.98%	33
2024 Q4	$4.61M	Hold	40,000	–	–	1.04%	23
2024 Q3	$4.68M	Hold	40,000	–	–	1.01%	26
2024 Q2	$4.27M	Hold	40,000	–	–	0.97%	28
2024 Q1	$4.42M	Hold	40,000	–	–	1.04%	28
2023 Q4	$4.33M	Hold	40,000	–	–	1.12%	26
2023 Q3	$3.77M	Hold	40,000	–	–	1.08%	26
2023 Q2	$3.99M	Hold	40,000	–	–	1.11%	26
2023 Q1	$3.87M	Hold	40,000	–	–	1.16%	27
2022 Q4	$3.79M	Hold	40,000	–	–	1.18%	22
2022 Q3	$3.49M	Hold	40,000	–	–	1.18%	22
2022 Q2	$3.7M	Hold	40,000	–	–	1.21%	22
2022 Q1	$4.32M	Hold	40,000	–	–	1.18%	19
2021 Q4	$4.58M	Buy	40,000 +25,000	+167%	+$2.85M	1.18%	19
2021 Q3	$1.64M	Buy	+15,000	New	+$1.65M	0.45%	79

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Kentucky Farm Bureau Mutual Insurance's IJR Position: Q3 2025 in Review

Kentucky Farm Bureau Mutual Insurance sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 40,000 shares — an estimated $4.37M sold.

Kentucky Farm Bureau Mutual Insurance first reported a position in IJR in Q3 2021 and held it in 16 quarters. The position peaked at $4.68M in Q3 2024. 2,526 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Kentucky Farm Bureau Mutual Insurance reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Kentucky Farm Bureau Mutual Insurance sold 40,000 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $4.37M.
Kentucky Farm Bureau Mutual Insurance first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 16 quarters.
Kentucky Farm Bureau Mutual Insurance's iShares Core S&P Small-Cap ETF position peaked at $4.68M in Q3 2024.
2,526 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q3 2025, filed 15 May 2026.