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

King Wealth Management 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
Q1 		$25.6M Buy
206,133
+5,407
+3% +$687K 3.2% 8
2025
Q4 		$24.1M Buy
200,726
+3,219
+2% +$385K 2.91% 11
2025
Q3 		$23.5M Buy
197,507
+8,065
+4% +$928K 2.95% 10
2025
Q2 		$20.7M Buy
189,442
+312
+0.2% +$32.3K 2.81% 10
2025
Q1 		$19.8M Buy
189,130
+2,162
+1% +$244K 3% 10
2024
Q4 		$21.5M Buy
186,968
+15,133
+9% +$1.81M 3.14% 9
2024
Q3 		$20.1M Buy
171,835
+5,453
+3% +$616K 3.13% 9
2024
Q2 		$17.7M Sell
166,382
-689
-0.4% -$73.7K 2.96% 10
2024
Q1 		$18.5M Buy
167,071
+3,724
+2% +$395K 3.24% 10
2023
Q4 		$17.7M Sell
163,347
-532
-0.3% -$51.3K 3.42% 8
2023
Q3 		$15.5M Buy
163,879
+2,484
+2% +$248K 3.26% 8
2023
Q2 		$16.1M Buy
161,395
+2,965
+2% +$282K 3.25% 8
2023
Q1 		$15.3M Buy
158,430
+1,386
+0.9% +$139K 3.38% 8
2022
Q4 		$14.9M Buy
157,044
+265
+0.2% +$25.4K 3.55% 7
2022
Q3 		$13.7M Buy
156,779
+1,754
+1% +$170K 3.47% 8
2022
Q2 		$14.3M Sell
155,025
-2,821
-2% -$281K 3.43% 7
2022
Q1 		$17M Buy
157,846
+12,161
+8% +$1.31M 3.34% 8
2021
Q4 		$16.7M Buy
145,685
+5,908
+4% +$673K 3.1% 10
2021
Q3 		$15.3M Buy
139,777
+3,346
+2% +$368K 3.13% 10
2021
Q2 		$15.4M Buy
136,431
+4,240
+3% +$473K 3.15% 9
2021
Q1 		$14.3M Buy
132,191
+35,718
+37% +$3.74M 3.22% 8
2020
Q4 		$8.87M Buy
96,473
+5,705
+6% +$469K 2.08% 15
2020
Q3 		$6.38M Buy
90,768
+9,288
+11% +$666K 1.66% 17
2020
Q2 		$5.56M Buy
81,480
+77,759
+2,090% +$4.91M 1.63% 18
2020
Q1 		$209K Sell
3,721
-263,146
-99% -$19.6M 0.09% 121
2019
Q4 		$22.4M Buy
266,867
+3,141
+1% +$253K 5.92% 3
2019
Q3 		$20.5M Buy
263,726
+6,910
+3% +$535K 5.89% 4
2019
Q2 		$20.1M Buy
256,816
+8,866
+4% +$688K 6.01% 4
2019
Q1 		$19.1M Buy
247,950
+10,813
+5% +$830K 5.99% 4
2018
Q4 		$16.4M Buy
237,137
+1,584
+0.7% +$122K 5.95% 4
2018
Q3 		$20.5M Buy
235,553
+2,910
+1% +$255K 6.43% 4
2018
Q2 		$19.4M Buy
232,643
+7,683
+3% +$626K 6.65% 4
2018
Q1 		$17.3M Sell
224,960
-717
-0.3% -$55.8K 6.15% 4
2017
Q4 		$17.3M Buy
225,677
+3,130
+1% +$236K 6.13% 4
2017
Q3 		$16.5M Buy
222,547
+343
+0.2% +$24K 6.14% 3
2017
Q2 		$15.6M Buy
222,204
+3,459
+2% +$240K 6.19% 3
2017
Q1 		$15.1M Buy
218,745
+2,449
+1% +$169K 6.32% 3
2016
Q4 		$14.9M Buy
216,296
+44,012
+26% +$2.84M 6.68% 3
2016
Q3 		$10.7M Buy
172,284
+1,818
+1% +$111K 5.31% 4
2016
Q2 		$9.9M Sell
170,466
-1,438
-0.8% -$82K 5.28% 4
2016
Q1 		$9.68M Buy
171,904
+50,064
+41% +$2.61M 5.21% 4
2015
Q4 		$6.71M Buy
121,840
+1,632
+1% +$92K 3.7% 5
2015
Q3 		$6.41M Sell
120,208
-212
-0.2% -$12K 3.94% 5
2015
Q2 		$7.1M Buy
120,420
+5,866
+5% +$347K 3.88% 6
2015
Q1 		$6.76M Sell
114,554
-1,550
-1% -$88.8K 3.9% 5
2014
Q4 		$6.62M Buy
116,104
+8,680
+8% +$474K 3.52% 5
2014
Q3 		$5.6M Buy
107,424
+19,932
+23% +$1.08M 3.51% 7
2014
Q2 		$4.89M Buy
87,492
+8,164
+10% +$442K 3.01% 7
2014
Q1 		$4.37M Sell
79,328
-570
-0.7% -$30.8K 3.01% 7
2013
Q4 		$4.36M Buy
79,898
+3,430
+4% +$179K 2.49% 11
2013
Q3 		$3.82M Buy
76,468
+3,064
+4% +$148K 2.48% 11
2013
Q2 		$3.31M Buy
+73,404
New +$3.25M 2.29% 15

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

King Wealth Management Group's IJR Position: Q1 2026 in Review

King Wealth Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q1 2026, buying an estimated $687K and bringing the position to 206,133 shares worth $25.6M. The position accounts for 3.2% of the portfolio, ranked #8.

King Wealth Management Group first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • King Wealth Management Group held 206,133 shares of iShares Core S&P Small-Cap ETF worth $25.6M as of Q1 2026.
  • King Wealth Management Group bought 5,407 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $687K.
  • iShares Core S&P Small-Cap ETF made up 3.2% of King Wealth Management Group's portfolio in Q1 2026, its #8 holding.
  • King Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.