KPP Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

KPP Advisory Services’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	$6.75M	Buy	45,480 +105	+0.2%	+$14.4K	0.85%	29
2026 Q1	$5.64M	Sell	45,375 -1,648	-4%	-$209K	0.82%	31
2025 Q4	$5.65M	Buy	47,023 +592	+1%	+$70.8K	0.82%	27
2025 Q3	$5.52M	Sell	46,431 -1,657	-3%	-$191K	0.82%	25
2025 Q2	$5.26M	Sell	48,088 -112	-0.2%	-$11.6K	0.87%	27
2025 Q1	$5.04M	Buy	48,200 +17,686	+58%	+$2M	0.96%	26
2024 Q4	$3.52M	Buy	30,514 +860	+3%	+$103K	0.83%	27
2024 Q3	$3.47M	Buy	29,654 +70	+0.2%	+$7.91K	0.83%	29
2024 Q2	$3.16M	Buy	29,584 +701	+2%	+$75K	0.84%	28
2024 Q1	$3.19M	Buy	+28,883	New	+$3.07M	0.88%	26
2023 Q4	–	Sell	-29,698	Closed	-$2.8M	–	169
2023 Q3	$2.8M	Buy	+29,698	New	+$2.97M	0.93%	26

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KPP Advisory Services's IJR Position: Q2 2026 in Review

KPP Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.23% in Q2 2026, buying an estimated $14.4K and bringing the position to 45,480 shares worth $6.75M. The position accounts for 0.85% of the portfolio, ranked #29.

KPP Advisory Services first reported a position in IJR in Q3 2023 and has held it in 11 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

KPP Advisory Services held 45,480 shares of iShares Core S&P Small-Cap ETF worth $6.75M as of Q2 2026.
KPP Advisory Services bought 105 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14.4K.
iShares Core S&P Small-Cap ETF made up 0.85% of KPP Advisory Services's portfolio in Q2 2026, its #29 holding.
KPP Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.