KWS
IJR icon

Keystone Wealth Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Keystone Wealth Services’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 		$617K Buy
4,162
+215
+5% +$29.5K 0.11% 184
2026
Q1 		$491K Sell
3,947
-176
-4% -$22.4K 0.1% 194
2025
Q4 		$496K Buy
4,123
+103
+3% +$12.3K 0.1% 150
2025
Q3 		$478K Buy
4,020
+68
+2% +$7.82K 0.1% 186
2025
Q2 		$432K Buy
3,952
+9
+0.2% +$930 0.1% 189
2025
Q1 		$412K Sell
3,943
-297
-7% -$33.5K 0.11% 172
2024
Q4 		$489K Buy
4,240
+252
+6% +$30.1K 0.13% 153
2024
Q3 		$466K Buy
3,988
+43
+1% +$4.86K 0.13% 151
2024
Q2 		$421K Buy
3,945
+363
+10% +$38.8K 0.13% 142
2024
Q1 		$396K Buy
3,582
+21
+0.6% +$2.23K 0.13% 145
2023
Q4 		$385K Sell
3,561
-194
-5% -$18.7K 0.13% 143
2023
Q3 		$354K Sell
3,755
-181
-5% -$18.1K 0.13% 144
2023
Q2 		$392K Sell
3,936
-6,104
-61% -$581K 0.15% 137
2023
Q1 		$971K Sell
10,040
-1,375
-12% -$137K 0.4% 58
2022
Q4 		$1.08M Sell
11,415
-3,610
-24% -$346K 0.47% 49
2022
Q3 		$1.31M Buy
15,025
+2,697
+22% +$262K 0.62% 35
2022
Q2 		$1.14M Sell
12,328
-8,734
-41% -$869K 0.51% 45
2022
Q1 		$2.27M Sell
21,062
-3,134
-13% -$338K 0.9% 24
2021
Q4 		$2.77M Buy
+24,196
New +$2.76M 1.12% 22

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

Keystone Wealth Services's IJR Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.4% in Q2 2026, buying an estimated $29.5K and bringing the position to 4,162 shares worth $617K. The position accounts for 0.11% of the portfolio, ranked #184.

Keystone Wealth Services first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.77M in Q4 2021. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Keystone Wealth Services held 4,162 shares of iShares Core S&P Small-Cap ETF worth $617K as of Q2 2026.
  • Keystone Wealth Services bought 215 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $29.5K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Keystone Wealth Services's portfolio in Q2 2026, its #184 holding.
  • Keystone Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $2.77M in Q4 2021.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.