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

Koa 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
-1,900
Closed -$236K – 57
2026
Q1 		$236K Sell
1,900
-86
-4% -$10.9K 0.17% 51
2025
Q4 		$239K Buy
+1,986
New +$238K 0.16% 53
2024
Q1 		– Sell
-1,960
Closed -$212K – 50
2023
Q4 		$212K Buy
+1,960
New +$189K 0.21% 46

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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

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

Koa Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 1,900 shares — an estimated $236K sold.

Koa Wealth Management first reported a position in IJR in Q4 2023 and held it in 3 quarters. The position peaked at $239K in Q4 2025. 1,424 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Koa Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Koa Wealth Management sold 1,900 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $236K.
  • Koa Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Koa Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $239K in Q4 2025.
  • 1,424 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.