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

KMG Fiduciary 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
Q2 		$17.4M Sell
117,563
-10,115
-8% -$1.39M 1.62% 15
2026
Q1 		$15.9M Buy
127,678
+48,632
+62% +$6.18M 1.17% 19
2025
Q4 		$9.5M Buy
79,046
+8,810
+13% +$1.05M 0.68% 39
2025
Q3 		$8.35M Buy
70,236
+2,269
+3% +$261K 0.56% 49
2025
Q2 		$7.43M Buy
67,967
+3,673
+6% +$380K 0.55% 54
2025
Q1 		$6.72M Buy
64,294
+1,484
+2% +$167K 0.56% 52
2024
Q4 		$7.24M Sell
62,810
-540
-0.9% -$64.5K 0.6% 42
2024
Q3 		$7.41M Sell
63,350
-15,494
-20% -$1.75M 0.64% 39
2024
Q2 		$8.41M Sell
78,844
-505
-0.6% -$54K 0.83% 30
2024
Q1 		$8.77M Buy
79,349
+8,593
+12% +$912K 0.91% 31
2023
Q4 		$7.66M Buy
70,756
+23,842
+51% +$2.3M 0.89% 26
2023
Q3 		$4.43M Buy
46,914
+755
+2% +$75.4K 0.58% 45
2023
Q2 		$4.6M Buy
46,159
+3,244
+8% +$309K 0.6% 44
2023
Q1 		$4.15M Buy
42,915
+5,964
+16% +$596K 0.6% 50
2022
Q4 		$3.5M Buy
36,951
+26,314
+247% +$2.52M 0.57% 54
2022
Q3 		$927K Sell
10,637
-1,183
-10% -$115K 0.18% 108
2022
Q2 		$1.09M Sell
11,820
-1,022
-8% -$102K 0.2% 100
2022
Q1 		$1.39M Sell
12,842
-812
-6% -$87.6K 0.22% 93
2021
Q4 		$1.56M Sell
13,654
-1,156
-8% -$132K 0.24% 90
2021
Q3 		$1.62M Buy
14,810
+1,855
+14% +$204K 0.28% 87
2021
Q2 		$1.46M Buy
12,955
+4,021
+45% +$449K 0.26% 84
2021
Q1 		$970K Buy
8,934
+5,676
+174% +$594K 0.19% 99
2020
Q4 		$303K Buy
+3,258
New +$268K 0.06% 142
2020
Q3 		– Sell
-6,945
Closed -$474K – 143
2020
Q2 		$474K Sell
6,945
-4
-0.1% -$253 0.13% 94
2020
Q1 		$390K Sell
6,949
-714
-9% -$53.2K 0.13% 98
2019
Q4 		$643K Buy
7,663
+1,106
+17% +$89K 0.2% 79
2019
Q3 		$510K Buy
6,557
+2
+0% +$155 0.17% 77
2019
Q2 		$513K Sell
6,555
-102
-2% -$7.92K 0.19% 75
2019
Q1 		$514K Buy
6,657
+1,342
+25% +$103K 0.2% 79
2018
Q4 		$368K Buy
+5,315
New +$411K 0.17% 74

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KMG Fiduciary Partners's IJR Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.9% in Q2 2026, selling an estimated $1.39M and leaving 117,563 shares worth $17.4M. The position accounts for 1.62% of the portfolio, ranked #15.

KMG Fiduciary Partners first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • KMG Fiduciary Partners held 117,563 shares of iShares Core S&P Small-Cap ETF worth $17.4M as of Q2 2026.
  • KMG Fiduciary Partners sold 10,115 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.39M.
  • iShares Core S&P Small-Cap ETF made up 1.62% of KMG Fiduciary Partners's portfolio in Q2 2026, its #15 holding.
  • KMG Fiduciary Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.