Kovitz Investment Group Partners
IJR icon

Kovitz Investment Group Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kovitz Investment Group Partners’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 		$15.9M Sell
107,494
-4,956
-4% -$680K 0.35% 73
2026
Q1 		$14M Buy
112,450
+44,433
+65% +$5.64M 0.32% 78
2025
Q4 		$8.17M Sell
68,017
-763,627
-92% -$91.3M 0.18% 113
2025
Q3 		$98.8M Sell
831,644
-5,387
-0.6% -$620K 0.39% 62
2025
Q2 		$91.5M Sell
837,031
-6,621
-0.8% -$684K 0.39% 67
2025
Q1 		$88.2M Sell
843,652
-81,423
-9% -$9.19M 0.44% 63
2024
Q4 		$107M Buy
925,075
+57,568
+7% +$6.88M 0.52% 54
2024
Q3 		$65M Buy
867,507
+57,069
+7% +$6.45M 0.46% 51
2024
Q2 		$86.5M Buy
810,438
+362,644
+81% +$38.8M 0.74% 39
2024
Q1 		$49.5M Buy
+447,794
New +$47.5M 0.63% 35
2023
Q4 		– Sell
-8,386
Closed -$791K – 413
2023
Q3 		$791K Buy
8,386
+683
+9% +$68.2K 0.01% 302
2023
Q2 		$768K Sell
7,703
-51,666
-87% -$4.92M 0.01% 312
2023
Q1 		$5.74M Buy
59,369
+5,645
+11% +$564K 0.1% 127
2022
Q4 		$5.08M Sell
53,724
-67
-0.1% -$6.43K 0.1% 154
2022
Q3 		$4.69M Sell
53,791
-14,696
-21% -$1.43M 0.11% 150
2022
Q2 		$6.33M Buy
68,487
+72
+0.1% +$7.16K 0.14% 112
2022
Q1 		$7.38M Sell
68,415
-71
-0.1% -$7.66K 0.14% 107
2021
Q4 		$6.29M Buy
68,486
+202
+0.3% +$23K 0.15% 102
2021
Q3 		$7.46M Buy
68,284
+19
+0% +$2.09K 0.15% 98
2021
Q2 		$7.71M Buy
68,265
+6
+0% +$669 0.15% 103
2021
Q1 		$7.41M Sell
68,259
-227
-0.3% -$23.8K 0.17% 90
2020
Q4 		$6.29M Buy
68,486
+236
+0.3% +$19.4K 0.15% 99
2020
Q3 		$4.79M Hold
68,250
– – 0.13% 115
2020
Q2 		$4.66M Hold
68,250
– – 0.14% 106
2020
Q1 		$3.83M Buy
+68,250
New +$5.08M 0.14% 114

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

Kovitz Investment Group Partners's IJR Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q2 2026, selling an estimated $680K and leaving 107,494 shares worth $15.9M. The position accounts for 0.35% of the portfolio, ranked #73.

Kovitz Investment Group Partners first reported a position in IJR in Q1 2020 and has held it in 25 quarters since. The position peaked at $107M in Q4 2024. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Kovitz Investment Group Partners held 107,494 shares of iShares Core S&P Small-Cap ETF worth $15.9M as of Q2 2026.
  • Kovitz Investment Group Partners sold 4,956 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $680K.
  • iShares Core S&P Small-Cap ETF made up 0.35% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #73 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Kovitz Investment Group Partners's iShares Core S&P Small-Cap ETF position peaked at $107M in Q4 2024.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.