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Shepherd Kaplan Krochuk’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Shepherd Kaplan Krochuk’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 		$3.14M Sell
25,264
-802
-3% -$102K 2.64% 13
2025
Q4 		$3.13M Sell
26,066
-3,805
-13% -$455K 2.59% 13
2025
Q3 		$3.55M Sell
29,871
-3,144
-10% -$362K 2.91% 11
2025
Q2 		$3.61M Buy
33,015
+3,716
+13% +$384K 3.13% 11
2025
Q1 		$3.06M Buy
29,299
+2,044
+7% +$231K 2.62% 17
2024
Q4 		$3.14M Sell
27,255
-3,600
-12% -$430K 2.63% 17
2024
Q3 		$3.61M Sell
30,855
-1,245
-4% -$141K 2.72% 14
2024
Q2 		$3.42M Buy
32,100
+1,841
+6% +$197K 2.7% 14
2024
Q1 		$3.34M Sell
30,259
-8,177
-21% -$868K 2.67% 14
2023
Q4 		$4.16M Sell
38,436
-3,472
-8% -$335K 3.38% 10
2023
Q3 		$3.95M Buy
41,908
+14
+0% +$1.4K 3.43% 10
2023
Q2 		$4.17M Buy
41,894
+1,634
+4% +$156K 3.3% 13
2023
Q1 		$3.89M Sell
40,260
-723
-2% -$72.3K 3.43% 10
2022
Q4 		$3.88M Buy
40,983
+3,765
+10% +$361K 2.3% 16
2022
Q3 		$3.25M Sell
37,218
-7,115
-16% -$691K 1.63% 16
2022
Q2 		$4.1M Buy
+44,333
New +$4.41M 1.79% 14
2019
Q4 		– Sell
-3,614
Closed -$281K – 167
2019
Q3 		$281K Hold
3,614
– – 0.21% 122
2019
Q2 		$283K Buy
3,614
+1
+0% +$78 0.2% 118
2019
Q1 		$279K Buy
3,613
+1
+0% +$77 0.17% 126
2018
Q4 		$250K Buy
3,612
+2
+0.1% +$155 0.17% 126
2018
Q3 		$315K Buy
+3,610
New +$316K 0.16% 143

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Shepherd Kaplan Krochuk's IJR Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.1% in Q1 2026, selling an estimated $102K and leaving 25,264 shares worth $3.14M. The position accounts for 2.64% of the portfolio, ranked #13.

Shepherd Kaplan Krochuk first reported a position in IJR in Q3 2018 and has held it in 21 quarters since. The position peaked at $4.17M in Q2 2023. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Shepherd Kaplan Krochuk held 25,264 shares of iShares Core S&P Small-Cap ETF worth $3.14M as of Q1 2026.
  • Shepherd Kaplan Krochuk sold 802 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $102K.
  • iShares Core S&P Small-Cap ETF made up 2.64% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #13 holding.
  • Shepherd Kaplan Krochuk first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 21 quarters since.
  • Shepherd Kaplan Krochuk's iShares Core S&P Small-Cap ETF position peaked at $4.17M in Q2 2023.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.