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

KFG Wealth Management’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	$405K	Buy	2,734 +739	+37%	+$101K	0.05%	154
2026 Q1	$248K	Buy	1,995 +10	+0.5%	+$1.27K	0.03%	195
2025 Q4	$239K	Sell	1,985 -19	-0.9%	-$2.27K	0.03%	195
2025 Q3	$238K	Buy	+2,004	New	+$230K	0.03%	189
2025 Q2	–	Sell	-3,402	Closed	-$356K	–	204
2025 Q1	$356K	Buy	3,402 +134	+4%	+$15.1K	0.06%	139
2024 Q4	$377K	Sell	3,268 -27,155	-89%	-$3.24M	0.07%	124
2024 Q3	$3.56M	Buy	30,423 +27,437	+919%	+$3.1M	0.77%	30
2024 Q2	$318K	Buy	2,986 +163	+6%	+$17.4K	0.13%	121
2024 Q1	$312K	Sell	2,823 -977	-26%	-$104K	0.13%	117
2023 Q4	$411K	Buy	3,800 +154	+4%	+$14.8K	0.19%	88
2023 Q3	$344K	Buy	3,646 +766	+27%	+$76.5K	0.19%	94
2023 Q2	$287K	Buy	2,880 +475	+20%	+$45.2K	0.17%	92
2023 Q1	$231K	Buy	+2,405	New	+$240K	0.16%	83

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

KFG Wealth Management's IJR Position: Q2 2026 in Review

KFG Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 37% in Q2 2026, buying an estimated $101K and bringing the position to 2,734 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #154.

KFG Wealth Management first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.56M in Q3 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

KFG Wealth Management held 2,734 shares of iShares Core S&P Small-Cap ETF worth $405K as of Q2 2026.
KFG Wealth Management bought 739 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $101K.
iShares Core S&P Small-Cap ETF made up 0.05% of KFG Wealth Management's portfolio in Q2 2026, its #154 holding.
KFG Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
KFG Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3.56M in Q3 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.