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

KMT 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	–	Sell	-8,383	Closed	-$1.04M	–	126
2026 Q1	$1.04M	Buy	8,383 +1,841	+28%	+$234K	0.57%	7
2025 Q4	$786K	Sell	6,542 -1,841	-22%	-$220K	0.42%	7
2025 Q3	$996K	Hold	8,383	–	–	0.54%	7
2025 Q2	$916K	Hold	8,383	–	–	0.54%	7
2025 Q1	$877K	Buy	8,383 +1,961	+31%	+$221K	0.6%	8
2024 Q4	$740K	Buy	+6,422	New	+$767K	0.59%	7

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

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

KMT Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 8,383 shares — an estimated $1.04M sold.

KMT Wealth Management first reported a position in IJR in Q4 2024 and held it in 6 quarters. The position peaked at $1.04M in Q1 2026. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

KMT Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
KMT Wealth Management sold 8,383 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.04M.
KMT Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 6 quarters.
KMT Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.04M in Q1 2026.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.