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Kerntke Otto McGlone Wealth Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$1.22M Sell
8,235
-1,779
-18% -$244K 0.74% 30
2026
Q1 		$1.24M Sell
10,014
-2,580
-20% -$328K 0.85% 24
2025
Q4 		$1.51M Sell
12,594
-1,658
-12% -$198K 1.07% 20
2025
Q3 		$1.69M Buy
14,252
+222
+2% +$25.5K 1.28% 17
2025
Q2 		$1.53M Sell
14,030
-3,996
-22% -$413K 1.22% 16
2025
Q1 		$1.89M Sell
18,026
-48,306
-73% -$5.45M 1.65% 15
2024
Q4 		$7.64M Buy
66,332
+2,010
+3% +$240K 5.64% 4
2024
Q3 		$7.52M Buy
64,322
+1,886
+3% +$213K 6.27% 4
2024
Q2 		$6.66M Buy
62,436
+7,399
+13% +$792K 6.22% 4
2024
Q1 		$6.08M Sell
55,037
-1,983
-3% -$211K 5.99% 4
2023
Q4 		$6.17M Buy
57,020
+688
+1% +$66.3K 6.16% 5
2023
Q3 		$5.31M Buy
56,332
+1,082
+2% +$108K 5.48% 5
2023
Q2 		$5.51M Buy
55,250
+1,811
+3% +$172K 5.39% 5
2023
Q1 		$5.17M Sell
53,439
-7,707
-13% -$771K 5.32% 5
2022
Q4 		$5.79M Buy
61,146
+285
+0.5% +$27.3K 6.65% 4
2022
Q3 		$5.31M Sell
60,861
-1,986
-3% -$193K 7.99% 4
2022
Q2 		$5.81M Buy
62,847
+3,244
+5% +$323K 8.66% 3
2022
Q1 		$6.43M Buy
59,603
+2,217
+4% +$239K 14.71% 1
2021
Q4 		$6.57M Buy
57,386
+3,660
+7% +$417K 8% 2
2021
Q3 		$5.87M Sell
53,726
-33,089
-38% -$3.64M 17.48% 1
2021
Q2 		$9.81M Buy
86,815
+2,680
+3% +$299K 3.91% 6
2021
Q1 		$9.13M Buy
84,135
+1,932
+2% +$202K 4.79% 3
2020
Q4 		$7.55M Buy
82,203
+4,541
+6% +$373K 4.46% 3
2020
Q3 		$5.45M Buy
77,662
+3,306
+4% +$237K 4% 3
2020
Q2 		$5.08M Buy
74,356
+3,015
+4% +$190K 4.63% 3
2020
Q1 		$4M Buy
71,341
+3,170
+5% +$236K 4.48% 4
2019
Q4 		$5.72M Buy
+68,171
New +$5.48M 4.83% 4

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IJR Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, selling an estimated $244K and leaving 8,235 shares worth $1.22M. The position accounts for 0.74% of the portfolio, ranked #30.

Kerntke Otto McGlone Wealth Management Group first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.81M in Q2 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 8,235 shares of iShares Core S&P Small-Cap ETF worth $1.22M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 1,779 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $244K.
  • iShares Core S&P Small-Cap ETF made up 0.74% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #30 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's iShares Core S&P Small-Cap ETF position peaked at $9.81M in Q2 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.