LMKC
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L.M. Kohn & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-3,765
Closed -$411K – 203
2025
Q2 		$411K Sell
3,765
-3,782
-50% -$391K 0.11% 159
2025
Q1 		$789K Buy
7,547
+728
+11% +$82.1K 0.21% 103
2024
Q4 		$786K Buy
6,819
+160
+2% +$19.1K 0.2% 104
2024
Q3 		$779K Buy
6,659
+2,574
+63% +$291K 0.2% 111
2024
Q2 		$436K Sell
4,085
-2,993
-42% -$320K 0.12% 151
2024
Q1 		$782K Buy
7,078
+1,287
+22% +$137K 0.22% 99
2023
Q4 		$627K Sell
5,791
-432
-7% -$41.6K 0.2% 106
2023
Q3 		$587K Sell
6,223
-130
-2% -$13K 0.21% 101
2023
Q2 		$633K Sell
6,353
-119
-2% -$11.3K 0.24% 97
2023
Q1 		$626K Buy
6,472
+933
+17% +$93.3K 0.26% 89
2022
Q4 		$524K Buy
5,539
+203
+4% +$19.5K 0.25% 101
2022
Q3 		$466K Sell
5,336
-223
-4% -$21.7K 0.23% 106
2022
Q2 		$514K Sell
5,559
-126
-2% -$12.5K 0.24% 103
2022
Q1 		$614K Buy
+5,685
New +$613K 0.24% 106

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

L.M. Kohn & Company's IJR Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 3,765 shares — an estimated $411K sold.

L.M. Kohn & Company first reported a position in IJR in Q1 2022 and held it in 14 quarters. The position peaked at $789K in Q1 2025. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,765 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $411K.
  • L.M. Kohn & Company first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's iShares Core S&P Small-Cap ETF position peaked at $789K in Q1 2025.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.