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

Kiley Juergens 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	$252K	Buy	1,698 +18	+1%	+$2.47K	0.04%	215
2026 Q1	$209K	Buy	+1,680	New	+$213K	0.04%	229
2018 Q4	–	Sell	-701	Closed	-$61K	–	321
2018 Q3	$61K	Hold	701	–	–	0.05%	209
2018 Q2	$58K	Buy	+701	New	+$57.1K	0.05%	186
2018 Q1	–	Sell	-692	Closed	-$53K	–	322
2017 Q4	$53K	Buy	+692	New	+$52.2K	0.05%	195

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

Kiley Juergens Wealth Management's IJR Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,698 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #215.

Kiley Juergens Wealth Management first reported a position in IJR in Q4 2017 and has held it in 5 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kiley Juergens Wealth Management held 1,698 shares of iShares Core S&P Small-Cap ETF worth $252K as of Q2 2026.
Kiley Juergens Wealth Management bought 18 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.47K.
iShares Core S&P Small-Cap ETF made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #215 holding.
Kiley Juergens Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 5 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.