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IJRIJR
24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in iShares Core S&P Small Cap ETF

Yes. Kestra Advisory Services holds 867,164 shares of IJR, worth $128.6M, as of its Q2 2026 13F filing. It increased the position by 74,067 shares (+9.3%) from Q1 2026. Kestra Advisory Services has held IJR in every 13F on record since Q3 2020, 24 quarterly filings. IJR is 0.4% of Kestra Advisory Services' reported 13F portfolio.

Current Value

$128.6M

Current Shares

867,164

Total Value Change

+$82.7M

Total Shares Change

+213,599

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
867,164
+9.3%
$128.6M0.4%$148.31
39
2026-Q1
Increased
793,097
+13.5%
$98.6M0.4%$123.94
41
2025-Q4
Increased
698,563
+1.1%
$84M0.3%$119.63
36
2025-Q3
Increased
690,742
+7.7%
$82.1M0.4%$117.74
38
2025-Q2
Decreased
641,260
-17.0%
$70.1M0.3%$107.88
0
2025-Q1
Decreased
772,772
-25.7%
$80.8M0.4%$102.84
0
2024-Q4
Decreased
1M
-11.0%
$119.9M0.7%$112.97
0
2024-Q3
Decreased
1.2M
-1.5%
$136.8M0.8%$113.62
0
2024-Q2
Increased
1.2M
+14.1%
$124.5M0.7%$103.63
48
2024-Q1
Increased
1M
+5.8%
$115.1M0.8%$107.00
45
2023-Q4
Increased
983,678
+10.0%
$106.5M0.9%$104.48
47
2023-Q3
Increased
894,254
+0.3%
$84.4M0.8%$90.81
42
2023-Q2
Increased
891,135
+6.0%
$88.8M0.9%$95.03
45
2023-Q1
Decreased
840,744
-14.5%
$81.3M0.9%$91.88
0
2022-Q4
Increased
982,978
+3.2%
$93M0.8%$90.02
43
2022-Q3
Decreased
952,304
-3.7%
$83M0.9%$82.21
0
2022-Q2
Decreased
989,067
-7.5%
$91.4M0.9%$86.68
0
2022-Q1
Increased
1.1M
+2.9%
$115.4M1.2%$100.90
49
2021-Q4
Decreased
1M
-10.7%
$119.1M1.2%$106.93
0
2021-Q3
Increased
1.2M
+20.0%
$127.1M1.3%$101.30
56
2021-Q2
Increased
970,204
+12.5%
$109.6M1.2%$104.34
53
2021-Q1
Decreased
862,450
-17.2%
$93.6M1.2%$100.01
0
2020-Q4
Increased
1M
+59.4%
$95.6M1.1%$84.17
68
2020-Q3
First report
653,565
-
$45.9M0.9%$64.14
0

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/

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