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Kooman & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kooman & Associates’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 		$600K Sell
4,045
-123
-3% -$16.9K 0.16% 31
2026
Q1 		$518K Buy
4,168
+23
+0.6% +$2.92K 0.15% 28
2025
Q4 		$498K Sell
4,145
-155
-4% -$18.5K 0.15% 27
2025
Q3 		$511K Buy
4,300
+45
+1% +$5.17K 0.16% 27
2025
Q2 		$465K Buy
4,255
+68
+2% +$7.03K 0.16% 30
2025
Q1 		$438K Buy
4,187
+148
+4% +$16.7K 0.16% 28
2024
Q4 		$465K Buy
4,039
+4
+0.1% +$478 0.17% 29
2024
Q3 		$472K Buy
4,035
+58
+1% +$6.55K 0.17% 27
2024
Q2 		$424K Buy
3,977
+99
+3% +$10.6K 0.17% 28
2024
Q1 		$429K Buy
3,878
+1
+0% +$106 0.18% 26
2023
Q4 		$420K Buy
3,877
+390
+11% +$37.6K 0.19% 27
2023
Q3 		$329K Buy
3,487
+256
+8% +$25.6K 0.17% 29
2023
Q2 		$322K Buy
3,231
+145
+5% +$13.8K 0.16% 29
2023
Q1 		$298K Buy
3,086
+10
+0.3% +$1K 0.16% 31
2022
Q4 		$291K Buy
+3,076
New +$295K 0.29% 28

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

Kooman & Associates's IJR Position: Q2 2026 in Review

Kooman & Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3% in Q2 2026, selling an estimated $16.9K and leaving 4,045 shares worth $600K. The position accounts for 0.16% of the portfolio, ranked #31.

Kooman & Associates first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Kooman & Associates held 4,045 shares of iShares Core S&P Small-Cap ETF worth $600K as of Q2 2026.
  • Kooman & Associates sold 123 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.9K.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Kooman & Associates's portfolio in Q2 2026, its #31 holding.
  • Kooman & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.