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

Kingsman 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	$431K	Buy	2,906 +9	+0.3%	+$1.24K	0.2%	53
2026 Q1	$360K	Sell	2,897 -122	-4%	-$15.5K	0.2%	54
2025 Q4	$363K	Sell	3,019 -340	-10%	-$40.7K	0.2%	50
2025 Q3	$399K	Sell	3,359 -580	-15%	-$66.7K	0.22%	51
2025 Q2	$430K	Sell	3,939 -2,047	-34%	-$212K	0.27%	43
2025 Q1	$626K	Buy	+5,986	New	+$675K	0.46%	33

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Kingsman Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.31% in Q2 2026, buying an estimated $1.24K and bringing the position to 2,906 shares worth $431K. The position accounts for 0.2% of the portfolio, ranked #53.

Kingsman Wealth Management first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $626K in Q1 2025. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kingsman Wealth Management held 2,906 shares of iShares Core S&P Small-Cap ETF worth $431K as of Q2 2026.
Kingsman Wealth Management bought 9 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24K.
iShares Core S&P Small-Cap ETF made up 0.2% of Kingsman Wealth Management's portfolio in Q2 2026, its #53 holding.
Kingsman Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Kingsman Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $626K in Q1 2025.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.