Kings Path Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kings Path Partners’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 Q3	$28.6K	Buy	210 +128	+156%	+$18.5K	0.01%	201
2026 Q2	$12.2K	Hold	82	–	–	﹤0.01%	244
2026 Q1	$10.2K	Hold	82	–	–	﹤0.01%	228
2025 Q4	$9.9K	Hold	82	–	–	﹤0.01%	226
2025 Q3	$9.7K	Hold	82	–	–	﹤0.01%	233
2025 Q2	$8.96K	Sell	82 -110	-57%	-$11.4K	﹤0.01%	223
2025 Q1	$20.1K	Hold	192	–	–	0.01%	190
2024 Q4	$22.1K	Hold	192	–	–	0.01%	206
2024 Q3	$22.5K	Buy	192 +110	+134%	+$12.4K	0.01%	211
2024 Q2	$8.75K	Buy	+82	New	+$8.77K	﹤0.01%	225

Other funds holding IJR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Kings Path Partners's IJR Position: Q3 2026 in Review

Kings Path Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 156% in Q3 2026, buying an estimated $18.5K and bringing the position to 210 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #201.

Kings Path Partners first reported a position in IJR in Q2 2024 and has held it in 10 quarters since. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Kings Path Partners held 210 shares of iShares Core S&P Small-Cap ETF worth $28.6K as of Q3 2026.
Kings Path Partners bought 128 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $18.5K.
iShares Core S&P Small-Cap ETF made up 0.01% of Kings Path Partners's portfolio in Q3 2026, its #201 holding.
Kings Path Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 10 quarters since.
1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.