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Koesten Hirschmann & Crabtree’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Koesten Hirschmann & Crabtree’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 		$4.71M Sell
31,771
-354
-1% -$48.6K 1.96% 7
2026
Q1 		$3.99M Sell
32,125
-24
-0.1% -$3.05K 1.95% 8
2025
Q4 		$3.86M Sell
32,149
-304
-0.9% -$36.4K 1.9% 9
2025
Q3 		$3.86M Sell
32,453
-138
-0.4% -$15.9K 1.84% 9
2025
Q2 		$3.56M Buy
32,591
+8,198
+34% +$847K 1.84% 9
2025
Q1 		$2.55M Buy
24,393
+72
+0.3% +$8.13K 1.46% 11
2024
Q4 		$2.8M Buy
24,321
+5
+0% +$597 1.61% 10
2024
Q3 		$2.84M Sell
24,316
-308
-1% -$34.8K 1.66% 11
2024
Q2 		$2.72M Hold
24,624
– – 1.75% 10
2024
Q1 		$2.72M Buy
24,624
+912
+4% +$96.8K 1.75% 10
2023
Q4 		$2.57M Sell
23,712
-2,892
-11% -$279K 1.78% 10
2023
Q3 		$2.51M Sell
26,604
-820
-3% -$81.9K 1.97% 10
2023
Q2 		$2.73M Sell
27,424
-1,542
-5% -$147K 2.07% 8
2023
Q1 		$2.8M Buy
28,966
+29
+0.1% +$2.9K 2.15% 8
2022
Q4 		$2.74M Buy
+28,937
New +$2.78M 2.25% 8

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

Koesten Hirschmann & Crabtree's IJR Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, selling an estimated $48.6K and leaving 31,771 shares worth $4.71M. The position accounts for 1.96% of the portfolio, ranked #7.

Koesten Hirschmann & Crabtree first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 31,771 shares of iShares Core S&P Small-Cap ETF worth $4.71M as of Q2 2026.
  • Koesten Hirschmann & Crabtree sold 354 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $48.6K.
  • iShares Core S&P Small-Cap ETF made up 1.96% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #7 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.