KFA Private Wealth Group
IJR icon

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
Q3 		$8.81M Sell
64,796
-1,823
-3% -$264K 2.07% 11
2026
Q2 		$9.9M 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% -$100K 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 		$9.6M 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

Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

KFA Private Wealth Group's IJR Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q3 2026, selling an estimated $264K and leaving 64,796 shares worth $8.81M. The position accounts for 2.07% of the portfolio, ranked #11.

KFA Private Wealth Group first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $15M in Q1 2024. 1,244 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • KFA Private Wealth Group held 64,796 shares of iShares Core S&P Small-Cap ETF worth $8.81M as of Q3 2026.
  • KFA Private Wealth Group sold 1,823 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $264K.
  • iShares Core S&P Small-Cap ETF made up 2.07% of KFA Private Wealth Group's portfolio in Q3 2026, its #11 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 28 quarters since.
  • KFA Private Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $15M in Q1 2024.
  • 1,244 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.