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 Q2	$32.6K	Buy	220 +37	+20%	+$5.08K	0.01%	134
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 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

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

Kiker Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 20% in Q2 2026, buying an estimated $5.08K and bringing the position to 220 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #134.

Kiker Wealth Management first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $139K in Q1 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kiker Wealth Management held 220 shares of iShares Core S&P Small-Cap ETF worth $32.6K as of Q2 2026.
Kiker Wealth Management bought 37 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.08K.
iShares Core S&P Small-Cap ETF made up 0.01% of Kiker Wealth Management's portfolio in Q2 2026, its #134 holding.
Kiker Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Kiker Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $139K in Q1 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.