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Key Financial Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Key Financial Inc’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 		$951K Buy
6,411
+157
+3% +$21.5K 0.16% 120
2026
Q1 		$777K Sell
6,254
-106
-2% -$13.5K 0.14% 137
2025
Q4 		$764K Buy
6,360
+69
+1% +$8.25K 0.14% 131
2025
Q3 		$750K Sell
6,291
-822
-12% -$94.5K 0.14% 133
2025
Q2 		$777K Sell
7,113
-1,460
-17% -$151K 0.16% 120
2025
Q1 		$897K Buy
8,573
+169
+2% +$19.1K 0.2% 96
2024
Q4 		$968K Buy
8,404
+195
+2% +$23.3K 0.22% 86
2024
Q3 		$960K Hold
8,209
– – 0.21% 83
2024
Q2 		$876K Buy
8,209
+1,330
+19% +$142K 0.21% 86
2024
Q1 		$760K Sell
6,879
-96
-1% -$10.2K 0.19% 97
2023
Q4 		$755K Hold
6,975
– – 0.21% 91
2023
Q3 		$658K Buy
6,975
+72
+1% +$7.19K 0.22% 88
2023
Q2 		$688K Sell
6,903
-26
-0.4% -$2.48K 0.23% 87
2023
Q1 		$670K Buy
6,929
+383
+6% +$38.3K 0.24% 79
2022
Q4 		$571K Hold
6,546
– – 0.27% 68
2022
Q3 		$571K Sell
6,546
-90
-1% -$8.74K 0.27% 68
2022
Q2 		$619K Buy
6,636
+687
+12% +$68.3K 0.34% 54
2022
Q1 		$642K Buy
5,949
+1,925
+48% +$208K 0.32% 57
2021
Q4 		$461K Sell
4,024
-38
-0.9% -$4.33K 0.23% 81
2021
Q3 		$444K Hold
4,062
– – 0.25% 79
2021
Q2 		$448K Buy
4,062
+771
+23% +$86K 0.25% 80
2021
Q1 		$357K Sell
3,291
-208
-6% -$21.8K 0.24% 87
2020
Q4 		$322K Buy
3,499
+231
+7% +$19K 0.24% 82
2020
Q3 		$230K Sell
3,268
-50
-2% -$3.58K 0.24% 100
2020
Q2 		$224K Sell
3,318
-121
-4% -$7.64K 0.26% 90
2020
Q1 		$193K Sell
3,439
-1,346
-28% -$100K 0.2% 93
2019
Q4 		$401K Buy
+4,785
New +$385K 0.38% 63

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

Key Financial Inc's IJR Position: Q2 2026 in Review

Key Financial Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, buying an estimated $21.5K and bringing the position to 6,411 shares worth $951K. The position accounts for 0.16% of the portfolio, ranked #120.

Key Financial Inc first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $968K in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Key Financial Inc held 6,411 shares of iShares Core S&P Small-Cap ETF worth $951K as of Q2 2026.
  • Key Financial Inc bought 157 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.5K.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Key Financial Inc's portfolio in Q2 2026, its #120 holding.
  • Key Financial Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's iShares Core S&P Small-Cap ETF position peaked at $968K in Q4 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.