Kopp Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kopp Family Office’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	$49.1K	Buy	331 +190	+135%	+$26.1K	0.03%	25
2026 Q1	$17.5K	Hold	141	–	–	0.01%	21
2025 Q4	$16.9K	Hold	141	–	–	0.01%	21
2025 Q3	$16.8K	Hold	141	–	–	0.01%	26
2025 Q2	$15.4K	Hold	141	–	–	0.01%	27
2025 Q1	$14.7K	Hold	141	–	–	0.01%	28
2024 Q4	$16K	Sell	141 -23	-14%	-$2.75K	0.01%	21
2024 Q3	$19K	Hold	164	–	–	0.01%	22
2024 Q2	$17K	Hold	164	–	–	0.01%	21
2024 Q1	$18K	Hold	164	–	–	0.01%	21
2023 Q4	$18K	Hold	164	–	–	0.01%	21
2023 Q3	$15K	Hold	164	–	–	0.01%	21
2023 Q2	$16K	Hold	164	–	–	0.01%	22
2023 Q1	$16K	Hold	164	–	–	0.01%	22
2022 Q4	$16K	Sell	164 -5	-3%	-$480	0.01%	23
2022 Q3	$15K	Hold	169	–	–	0.01%	14
2022 Q2	$16K	Hold	169	–	–	0.01%	14
2022 Q1	$18K	Hold	169	–	–	0.01%	14
2021 Q4	$19K	Sell	169 -38	-18%	-$4.33K	0.01%	14
2021 Q3	$23K	Hold	207	–	–	0.01%	14
2021 Q2	$23K	Hold	207	–	–	0.01%	13
2021 Q1	$22K	Hold	207	–	–	0.01%	12
2020 Q4	$19K	Hold	207	–	–	0.01%	13
2020 Q3	$15K	Buy	+207	New	+$14.8K	0.01%	13

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Kopp Family Office's IJR Position: Q2 2026 in Review

Kopp Family Office increased its iShares Core S&P Small-Cap ETF (IJR) stake by 135% in Q2 2026, buying an estimated $26.1K and bringing the position to 331 shares worth $49.1K. The position accounts for 0.03% of the portfolio, ranked #25.

Kopp Family Office first reported a position in IJR in Q3 2020 and has held it in 24 quarters since. 1,500 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kopp Family Office held 331 shares of iShares Core S&P Small-Cap ETF worth $49.1K as of Q2 2026.
Kopp Family Office bought 190 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26.1K.
iShares Core S&P Small-Cap ETF made up 0.03% of Kopp Family Office's portfolio in Q2 2026, its #25 holding.
Kopp Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
1,500 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.