Kraft Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kraft Asset Management’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
2025 Q2	$666K	Hold	6,092	–	–	0.62%	23
2025 Q1	$637K	Sell	6,092 -960	-14%	-$108K	0.58%	23
2024 Q4	$825K	Hold	7,052	–	–	0.64%	18
2024 Q3	$825K	Sell	7,052 -317	-4%	-$35.8K	0.65%	17
2024 Q2	$786K	Hold	7,369	–	–	0.66%	18
2024 Q1	$814K	Sell	7,369 -463	-6%	-$49.2K	0.66%	17
2023 Q4	$848K	Sell	7,832 -135	-2%	-$13K	0.71%	15
2023 Q3	$752K	Sell	7,967 -121	-1%	-$12.1K	0.71%	15
2023 Q2	$806K	Sell	8,088 -262	-3%	-$24.9K	0.72%	16
2023 Q1	$807K	Sell	8,350 -651	-7%	-$65.1K	0.72%	16
2022 Q4	$852K	Hold	9,001	–	–	0.78%	14
2022 Q3	$785K	Sell	9,001 -38	-0.4%	-$3.69K	0.8%	14
2022 Q2	$835K	Sell	9,039 -120	-1%	-$11.9K	0.8%	14
2022 Q1	$988K	Sell	9,159 -89	-1%	-$9.6K	1.03%	8
2021 Q4	$1.06M	Buy	+9,248	New	+$1.05M	1.15%	8

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kraft Asset Management's IJR Position: Q2 2025 in Review

Kraft Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2025 at 6,092 shares worth $666K. The position accounts for 0.62% of the portfolio, ranked #23.

Kraft Asset Management first reported a position in IJR in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2021. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Kraft Asset Management held 6,092 shares of iShares Core S&P Small-Cap ETF worth $666K as of Q2 2025.
Kraft Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2025.
iShares Core S&P Small-Cap ETF made up 0.62% of Kraft Asset Management's portfolio in Q2 2025, its #23 holding.
Kraft Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
Kraft Asset Management's iShares Core S&P Small-Cap ETF position peaked at $1.06M in Q4 2021.
2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Kraft Asset Management's 13F filing for Q2 2025, filed 15 Jul 2025.