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

KFA Private Wealth Group’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 		$9.88M Sell
66,619
-24,941
-27% -$3.42M 2.38% 10
2026
Q1 		$11.4M Buy
91,560
+1,047
+1% +$133K 2.73% 9
2025
Q4 		$10.9M Buy
90,513
+785
+0.9% +$93.9K 2.65% 9
2025
Q3 		$10.7M Sell
89,728
-869
-1% -$99.9K 3.05% 7
2025
Q2 		$9.9M Buy
90,597
+543
+0.6% +$56.1K 3.07% 6
2025
Q1 		$9.42M Buy
90,054
+32,728
+57% +$3.69M 3.3% 6
2024
Q4 		$6.61M Buy
57,326
+10,118
+21% +$1.21M 2.77% 9
2024
Q3 		$5.52M Sell
47,208
-17,729
-27% -$2M 2.64% 11
2024
Q2 		$6.93M Sell
64,937
-70,380
-52% -$7.53M 3.59% 8
2024
Q1 		$15M Buy
135,317
+3,398
+3% +$361K 4.64% 8
2023
Q4 		$14.3M Buy
131,919
+3,872
+3% +$373K 5.12% 6
2023
Q3 		$12.1M Buy
128,047
+1,891
+1% +$189K 5.02% 6
2023
Q2 		$12.6M Sell
126,156
-2,208
-2% -$210K 5.21% 6
2023
Q1 		$12.4M Buy
128,364
+19,790
+18% +$1.98M 5.65% 5
2022
Q4 		$10.3M Sell
108,574
-11,945
-10% -$1.15M 5.24% 7
2022
Q3 		$10.5M Buy
120,519
+3,910
+3% +$380K 5.59% 6
2022
Q2 		$10.8M Buy
116,609
+7,103
+6% +$706K 5.96% 5
2022
Q1 		$11.8M Buy
109,506
+15,384
+16% +$1.66M 5.92% 3
2021
Q4 		$10.8M Buy
94,122
+6,476
+7% +$738K 5.36% 5
2021
Q3 		$9.57M Buy
87,646
+5,264
+6% +$580K 5.24% 4
2021
Q2 		$9.31M Buy
82,382
+577
+0.7% +$64.4K 5.08% 5
2021
Q1 		$8.88M Buy
81,805
+2,234
+3% +$234K 5.18% 4
2020
Q4 		$7.31M Sell
79,571
-2,819
-3% -$232K 4.64% 5
2020
Q3 		$5.79M Buy
82,390
+22,852
+38% +$1.64M 4.34% 7
2020
Q2 		$4.07M Sell
59,538
-37,683
-39% -$2.38M 3.91% 7
2020
Q1 		$5.46M Sell
97,221
-55,017
-36% -$4.1M 6.45% 4
2019
Q4 		$12.8M Buy
+152,238
New +$12.2M 11.72% 3

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

KFA Private Wealth Group's IJR Position: Q2 2026 in Review

KFA Private Wealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q2 2026, selling an estimated $3.42M and leaving 66,619 shares worth $9.88M. The position accounts for 2.38% of the portfolio, ranked #10.

KFA Private Wealth Group first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $15M in Q1 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • KFA Private Wealth Group held 66,619 shares of iShares Core S&P Small-Cap ETF worth $9.88M as of Q2 2026.
  • KFA Private Wealth Group sold 24,941 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.42M.
  • iShares Core S&P Small-Cap ETF made up 2.38% of KFA Private Wealth Group's portfolio in Q2 2026, its #10 holding.
  • KFA Private Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $15M in Q1 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.