KIM
IJR icon

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

Kestra Investment 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
Q1 		$315K Buy
2,531
+109
+5% +$13.8K 0.01% 356
2025
Q4 		$291K Buy
2,422
+697
+40% +$83.4K 0.01% 370
2025
Q3 		$205K Buy
+1,725
New +$198K 0.01% 426
2025
Q1 		– Sell
-2,565
Closed -$296K – 1175
2024
Q4 		$296K Sell
2,565
-225
-8% -$26.9K 0.01% 302
2024
Q3 		$326K Buy
+2,790
New +$315K 0.01% 261

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kestra Investment Management's IJR Position: Q1 2026 in Review

Kestra Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.5% in Q1 2026, buying an estimated $13.8K and bringing the position to 2,531 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #356.

Kestra Investment Management first reported a position in IJR in Q3 2024 and has held it in 5 quarters since. The position peaked at $326K in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Kestra Investment Management held 2,531 shares of iShares Core S&P Small-Cap ETF worth $315K as of Q1 2026.
  • Kestra Investment Management bought 109 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $13.8K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #356 holding.
  • Kestra Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's iShares Core S&P Small-Cap ETF position peaked at $326K in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.