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

Kingswood Wealth Advisors’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	$4.5M	Buy	30,365 +229	+0.8%	+$31.4K	0.18%	127
2026 Q1	$3.75M	Sell	30,136 -4	-0%	-$508	0.18%	132
2025 Q4	$3.62M	Buy	30,140 +8,774	+41%	+$1.05M	0.18%	133
2025 Q3	$2.54M	Buy	21,366 +3,500	+20%	+$403K	0.15%	144
2025 Q2	$1.95M	Sell	17,866 -2,235	-11%	-$231K	0.15%	145
2025 Q1	$2.1M	Sell	20,101 -6,477	-24%	-$731K	0.19%	122
2024 Q4	$3.06M	Buy	26,578 +8,000	+43%	+$956K	0.23%	99
2024 Q3	$2.17M	Buy	18,578 +4,600	+33%	+$520K	0.15%	150
2024 Q2	$1.49M	Buy	13,978 +6,242	+81%	+$668K	0.13%	155
2024 Q1	$855K	Sell	7,736 -16	-0.2%	-$1.7K	0.1%	231
2023 Q4	$839K	Buy	7,752 +3,450	+80%	+$332K	0.1%	232
2023 Q3	$406K	Buy	4,302 +1,048	+32%	+$105K	0.07%	284
2023 Q2	$324K	Buy	+3,254	New	+$310K	0.1%	186

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

Kingswood Wealth Advisors's IJR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.76% in Q2 2026, buying an estimated $31.4K and bringing the position to 30,365 shares worth $4.5M. The position accounts for 0.18% of the portfolio, ranked #127.

Kingswood Wealth Advisors first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kingswood Wealth Advisors held 30,365 shares of iShares Core S&P Small-Cap ETF worth $4.5M as of Q2 2026.
Kingswood Wealth Advisors bought 229 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $31.4K.
iShares Core S&P Small-Cap ETF made up 0.18% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Kingswood Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.