SKK
IJR icon

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
2016
Q4 		– Sell
-4,000
Closed -$248K – 311
2016
Q3 		$248K Buy
+4,000
New +$244K 0.05% 220

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. 2,737 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.
  • 2,737 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.