How many shares of IJR does Kestra Advisory Services, LLC own?

As of 2026-Q2, Kestra Advisory Services, LLC holds 867,164 shares of IJR (ISHARES CORE S&P SMALL-CAP ETF ETF).

What is Kestra Advisory Services, LLC's IJR position worth?

As of 2026-Q2, Kestra Advisory Services, LLC's IJR position is worth $128.6M.

Is Kestra Advisory Services, LLC buying or selling IJR?

In 2026-Q2, Kestra Advisory Services, LLC increased their IJR position (+9.3% change in shares).

When did Kestra Advisory Services, LLC first buy IJR?

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in IJR in 2020-Q3. They have held the position across 24 quarters.

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Kestra Advisory Services, LLC

IJR
24 quarters

Position history for Kestra Advisory Services, LLC's holdings in ISHARES CORE S&P SMALL-CAP ETF ETF

Current Value

$128.6M

Current Shares

867,164

Total Value Change

+$82.7M

Total Shares Change

+213,599

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	867,164	+9.3%	$128.6M	0.4%	$148.31	39
2026-Q1	Increased	793,097	+13.5%	$98.6M	0.4%	$123.94	41
2025-Q4	Increased	698,563	+1.1%	$84M	0.3%	$119.63	36
2025-Q3	Increased	690,742	+7.7%	$82.1M	0.4%	$117.74	38
2025-Q2	Decreased	641,260	-17.0%	$70.1M	0.3%	$107.88	0
2025-Q1	Decreased	772,772	-25.7%	$80.8M	0.4%	$102.84	0
2024-Q4	Decreased	1M	-11.0%	$119.9M	0.7%	$112.97	0
2024-Q3	Decreased	1.2M	-1.5%	$136.8M	0.8%	$113.62	0
2024-Q2	Increased	1.2M	+14.1%	$124.5M	0.7%	$103.63	48
2024-Q1	Increased	1M	+5.8%	$115.1M	0.8%	$107.00	45
2023-Q4	Increased	983,678	+10.0%	$106.5M	0.9%	$104.48	47
2023-Q3	Increased	894,254	+0.3%	$84.4M	0.8%	$90.81	42
2023-Q2	Increased	891,135	+6.0%	$88.8M	0.9%	$95.03	45
2023-Q1	Decreased	840,744	-14.5%	$81.3M	0.9%	$91.88	0
2022-Q4	Increased	982,978	+3.2%	$93M	0.8%	$90.02	43
2022-Q3	Decreased	952,304	-3.7%	$83M	0.9%	$82.21	0
2022-Q2	Decreased	989,067	-7.5%	$91.4M	0.9%	$86.68	0
2022-Q1	Increased	1.1M	+2.9%	$115.4M	1.2%	$100.90	49
2021-Q4	Decreased	1M	-10.7%	$119.1M	1.2%	$106.93	0
2021-Q3	Increased	1.2M	+20.0%	$127.1M	1.3%	$101.30	56
2021-Q2	Increased	970,204	+12.5%	$109.6M	1.2%	$104.34	53
2021-Q1	Decreased	862,450	-17.2%	$93.6M	1.2%	$100.01	0
2020-Q4	Increased	1M	+59.4%	$95.6M	1.1%	$84.47	68
2020-Q3	New	653,565	-	$45.9M	0.9%	$64.37	57

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

IJR24 quarters

IJR
24 quarters