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

Kera Capital Partners’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	$309K	Buy	2,082 +2	+0.1%	+$274	0.03%	473
2026 Q1	$259K	Buy	2,080 +2	+0.1%	+$254	0.03%	472
2025 Q4	$264K	Buy	2,078 +188	+10%	+$22.5K	0.03%	444
2025 Q3	$225K	Buy	1,890 +3	+0.2%	+$345	0.03%	374
2025 Q2	$206K	Buy	+1,887	New	+$195K	0.04%	324
2025 Q1	–	Sell	-1,882	Closed	-$217K	–	200
2024 Q4	$217K	Buy	+1,882	New	+$225K	0.06%	130

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

Kera Capital Partners's IJR Position: Q2 2026 in Review

Kera Capital Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.1% in Q2 2026, buying an estimated $274 and bringing the position to 2,082 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #473.

Kera Capital Partners first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kera Capital Partners held 2,082 shares of iShares Core S&P Small-Cap ETF worth $309K as of Q2 2026.
Kera Capital Partners bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.03% of Kera Capital Partners's portfolio in Q2 2026, its #473 holding.
Kera Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.