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

KW Wealth 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
2026
Q1 		– Sell
-5,061
Closed -$608K – 28
2025
Q4 		$608K Sell
5,061
-40
-0.8% -$4.78K 0.92% 29
2025
Q3 		$606K Buy
+5,101
New +$587K 1.03% 27

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

KW Wealth Management's IJR Position: Q1 2026 in Review

KW Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 5,061 shares — an estimated $608K sold.

KW Wealth Management first reported a position in IJR in Q3 2025 and held it in 2 quarters. The position peaked at $608K in Q4 2025. 2,747 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • KW Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 5,061 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $608K.
  • KW Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $608K in Q4 2025.
  • 2,747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.