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

Kiker 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
Q1 		$22.7K Buy
+183
New +$23.2K 0.01% 113
2025
Q4 		– Sell
-302
Closed -$35.9K – 92
2025
Q3 		$35.9K Buy
302
+3
+1% +$345 0.02% 140
2025
Q2 		$32.7K Sell
299
-1,030
-78% -$106K 0.02% 238
2025
Q1 		$139K Buy
1,329
+647
+95% +$73K 0.09% 103
2024
Q4 		$78.6K Buy
+682
New +$81.5K 0.06% 94

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiker Wealth Management's IJR Position: Q1 2026 in Review

Kiker Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 183 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in IJR as recently as Q3 2025.

Kiker Wealth Management first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. The position peaked at $139K in Q1 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Kiker Wealth Management held 183 shares of iShares Core S&P Small-Cap ETF worth $22.7K as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new Kiker Wealth Management position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Kiker Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Kiker Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Kiker Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $139K in Q1 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.