KA
IJR icon

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
Q3 		$549K Sell
4,038
-7
-0.2% -$1.01K 0.15% 30
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% +$5.18K 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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Kooman & Associates's IJR Position: Q3 2026 in Review

Kooman & Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.17% in Q3 2026, selling an estimated $1.01K and leaving 4,038 shares worth $549K. The position accounts for 0.15% of the portfolio, ranked #30.

Kooman & Associates first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $600K in Q2 2026. 965 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Kooman & Associates held 4,038 shares of iShares Core S&P Small-Cap ETF worth $549K as of Q3 2026.
  • Kooman & Associates sold 7 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.01K.
  • iShares Core S&P Small-Cap ETF made up 0.15% of Kooman & Associates's portfolio in Q3 2026, its #30 holding.
  • Kooman & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Kooman & Associates's iShares Core S&P Small-Cap ETF position peaked at $600K in Q2 2026.
  • 965 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Kooman & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.