KWB Wealth
IJR icon

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
Q3 		$1.56M Sell
11,482
-8
-0.1% -$1.16K 0.13% 80
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 		$1.44M 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

Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWB Wealth's IJR Position: Q3 2026 in Review

KWB Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q3 2026, selling an estimated $1.16K and leaving 11,482 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #80.

KWB Wealth first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.66M in Q4 2020. 1,273 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • KWB Wealth held 11,482 shares of iShares Core S&P Small-Cap ETF worth $1.56M as of Q3 2026.
  • KWB Wealth sold 8 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.16K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of KWB Wealth's portfolio in Q3 2026, its #80 holding.
  • KWB Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's iShares Core S&P Small-Cap ETF position peaked at $2.66M in Q4 2020.
  • 1,273 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.