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

KWB Wealth’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 		$1.7M Sell
11,490
-1,777
-13% -$244K 0.15% 74
2026
Q1 		$1.59M Hold
13,267
– – 0.16% 63
2025
Q4 		$1.59M Buy
13,267
+4,505
+51% +$539K 0.15% 63
2025
Q3 		$958K Sell
8,762
-750
-8% -$86.3K 0.11% 75
2025
Q2 		$995K Sell
9,512
-195
-2% -$20.2K 0.12% 75
2025
Q1 		$1.12M Buy
9,707
+35
+0.4% +$3.95K 0.13% 73
2024
Q4 		$1.13M Buy
9,672
+11
+0.1% +$1.31K 0.14% 61
2024
Q3 		$1.03M Buy
9,661
+185
+2% +$20.9K 0.13% 61
2024
Q2 		$1.05M Sell
9,476
-388
-4% -$41.5K 0.14% 61
2024
Q1 		$1.09M Sell
9,864
-18
-0.2% -$1.91K 0.15% 58
2023
Q4 		$1.07M Sell
9,882
-287
-3% -$27.7K 0.15% 55
2023
Q3 		$1.01M Sell
10,169
-378
-4% -$37.8K 0.16% 50
2023
Q2 		$1.05M Sell
10,547
-5,139
-33% -$489K 0.17% 51
2023
Q1 		$1.48M Buy
15,686
+942
+6% +$94.2K 0.27% 40
2022
Q4 		$1.4M Sell
14,744
-1,824
-11% -$175K 0.27% 40
2022
Q3 		$1.45M Sell
16,568
-661
-4% -$64.2K 0.29% 36
2022
Q2 		$1.59M Sell
17,229
-3,266
-16% -$325K 0.31% 38
2022
Q1 		$2.35M Hold
20,495
– – 0.39% 28
2021
Q4 		$2.35M Sell
20,495
-452
-2% -$51.5K 0.39% 28
2021
Q3 		$2.29M Sell
20,947
-2,854
-12% -$314K 0.41% 28
2021
Q2 		$2.58M Sell
23,801
-27
-0.1% -$3.01K 0.5% 28
2021
Q1 		$2.59M Sell
23,828
-5,147
-18% -$539K 0.49% 28
2020
Q4 		$2.66M Buy
+28,975
New +$2.38M 0.55% 26

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

KWB Wealth's IJR Position: Q2 2026 in Review

KWB Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, selling an estimated $244K and leaving 11,490 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #74.

KWB Wealth first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.66M in Q4 2020. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • KWB Wealth held 11,490 shares of iShares Core S&P Small-Cap ETF worth $1.7M as of Q2 2026.
  • KWB Wealth sold 1,777 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $244K.
  • iShares Core S&P Small-Cap ETF made up 0.15% of KWB Wealth's portfolio in Q2 2026, its #74 holding.
  • KWB Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's iShares Core S&P Small-Cap ETF position peaked at $2.66M in Q4 2020.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.