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

Kure Advisory’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	$12.5M	Buy	91,856 +531	+0.6%	+$76.8K	5.77%	6
2026 Q2	$13.5M	Buy	91,325 +6,369	+7%	+$874K	6.42%	5
2026 Q1	$10.6M	Buy	84,956 +2,882	+4%	+$366K	5.75%	5
2025 Q4	$9.9M	Buy	82,074 +2,839	+4%	+$340K	5.52%	5
2025 Q3	$9.42M	Buy	79,235 +2,050	+3%	+$236K	5.81%	5
2025 Q2	$8.44M	Buy	77,185 +8,622	+13%	+$891K	5.59%	5
2025 Q1	$7.17M	Buy	+68,563	New	+$7.74M	5.41%	5
2024 Q3	$7.78M	Buy	66,549 +986	+2%	+$111K	6.97%	3
2024 Q2	$6.99M	Buy	65,563 +2,861	+5%	+$306K	5.74%	4
2024 Q1	$6.93M	Sell	62,702 -19,819	-24%	-$2.1M	5.92%	4
2023 Q4	$8.93M	Buy	82,521 +1,766	+2%	+$170K	4.63%	6
2023 Q3	$7.62M	Buy	+80,755	New	+$8.07M	4.31%	5

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Kure Advisory's IJR Position: Q3 2026 in Review

Kure Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.58% in Q3 2026, buying an estimated $76.8K and bringing the position to 91,856 shares worth $12.5M. The position accounts for 5.77% of the portfolio, ranked #6.

Kure Advisory first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.5M in Q2 2026. 702 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Kure Advisory held 91,856 shares of iShares Core S&P Small-Cap ETF worth $12.5M as of Q3 2026.
Kure Advisory bought 531 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $76.8K.
iShares Core S&P Small-Cap ETF made up 5.77% of Kure Advisory's portfolio in Q3 2026, its #6 holding.
Kure Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Kure Advisory's iShares Core S&P Small-Cap ETF position peaked at $13.5M in Q2 2026.
702 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Kure Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.