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Kesler Norman & Wride’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kesler Norman & Wride’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 		$740K Buy
4,992
+393
+9% +$53.9K 0.12% 171
2026
Q1 		$572K Buy
4,599
+1,159
+34% +$147K 0.1% 176
2025
Q4 		$413K Buy
+3,440
New +$411K 0.07% 202
2025
Q3 		– Sell
-1,957
Closed -$214K – 232
2025
Q2 		$214K Buy
+1,957
New +$202K 0.04% 217

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

Kesler Norman & Wride's IJR Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.5% in Q2 2026, buying an estimated $53.9K and bringing the position to 4,992 shares worth $740K. The position accounts for 0.12% of the portfolio, ranked #171.

Kesler Norman & Wride first reported a position in IJR in Q2 2025 and has held it in 4 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Kesler Norman & Wride held 4,992 shares of iShares Core S&P Small-Cap ETF worth $740K as of Q2 2026.
  • Kesler Norman & Wride bought 393 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $53.9K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Kesler Norman & Wride's portfolio in Q2 2026, its #171 holding.
  • Kesler Norman & Wride first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.