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

Lee-Kelleher 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 Q2	$6.36M	Buy	42,887 +1,313	+3%	+$180K	3.33%	9
2026 Q1	$5.17M	Buy	41,574 +2,663	+7%	+$338K	3.07%	9
2025 Q4	$4.68M	Buy	38,911 +918	+2%	+$110K	2.79%	9
2025 Q3	$4.51M	Buy	37,993 +1,827	+5%	+$210K	2.78%	9
2025 Q2	$3.95M	Buy	36,166 +2,000	+6%	+$207K	2.63%	9
2025 Q1	$3.57M	Buy	34,166 +888	+3%	+$100K	2.63%	9
2024 Q4	$3.83M	Buy	+33,278	New	+$3.98M	2.73%	9

Other funds holding IJR

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Lee-Kelleher Wealth Management's IJR Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, buying an estimated $180K and bringing the position to 42,887 shares worth $6.36M. The position accounts for 3.33% of the portfolio, ranked #9.

Lee-Kelleher Wealth Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 777 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lee-Kelleher Wealth Management held 42,887 shares of iShares Core S&P Small-Cap ETF worth $6.36M as of Q2 2026.
Lee-Kelleher Wealth Management bought 1,313 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $180K.
iShares Core S&P Small-Cap ETF made up 3.33% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #9 holding.
Lee-Kelleher Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
777 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.