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

Keyvantage Wealth’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	$737K	Sell	4,971 -601	-11%	-$82.5K	0.28%	45
2026 Q1	$693K	Sell	5,572 -214	-4%	-$27.2K	0.31%	50
2025 Q4	$695K	Sell	5,786 -1,149	-17%	-$137K	0.3%	50
2025 Q3	$824K	Sell	6,935 -46	-0.7%	-$5.29K	0.35%	39
2025 Q2	$763K	Sell	6,981 -537	-7%	-$55.5K	0.34%	37
2025 Q1	$786K	Sell	7,518 -15,307	-67%	-$1.73M	0.38%	38
2024 Q4	$2.63M	Buy	+22,825	New	+$2.73M	1.88%	15

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Keyvantage Wealth's IJR Position: Q2 2026 in Review

Keyvantage Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, selling an estimated $82.5K and leaving 4,971 shares worth $737K. The position accounts for 0.28% of the portfolio, ranked #45.

Keyvantage Wealth first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Keyvantage Wealth held 4,971 shares of iShares Core S&P Small-Cap ETF worth $737K as of Q2 2026.
Keyvantage Wealth sold 601 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $82.5K.
iShares Core S&P Small-Cap ETF made up 0.28% of Keyvantage Wealth's portfolio in Q2 2026, its #45 holding.
Keyvantage Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's iShares Core S&P Small-Cap ETF position peaked at $2.63M 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 Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.