Kmg Fiduciary Partners 13F: Cuts IJR Stake by $546K

Kmg Fiduciary Partners trimmed its stake in IJR by 3.4%, shedding 4,016 shares.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:40 PM EDT · Updated Oct 15, 2026, 9:44 PM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

Kmg Fiduciary Partners sold 4,016 shares from its stake in iShares Core S&P Small-Cap ETF ($IJR), a 3.42% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 113,547 shares worth $15.45 million at the end of the quarter.

Since the filing, $IJR is up 0.4% to date (from the $135.41 close on Oct 14, 2026).

Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR

IJR iShares Core S&P Small-Cap ETF

$135.91 +12.90% year to date

Daily close · Oct 16, 2026

Key Points

Kmg Fiduciary Partners reduced its IJR holdings by 4,016 shares, a 3.4% decrease, leaving it with 113,547 shares.
The position is now valued at approximately $15.4 million as of the latest filing period.
No other institutional activities, insider trades, or analyst ratings were reported for IJR at this time.

Get $IJR trade alerts by text

We text you when insiders, Congress or big funds trade $IJR. Free.

Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core S&P Small-Cap ETF alert may contain errors. Disclosures

Kmg Fiduciary Partners recently trimmed its holdings in IJR, reducing its position by 4,016 shares. This move represents a 3.4% decrease, bringing the total number of shares held to 113,547. The value of this stake is approximately $15.4 million, according to the latest Form 13F filing with the SEC.

13F track record

Kmg Fiduciary Partners vs. the S&P 500

YTD return +7.18% hypothetical

All-time return +7.18% S&P 500 +5.97%

vs. S&P 500 +1.21% ahead of the index

Hypothetical returns from Kmg Fiduciary Partners's disclosed trades, not real profit or advice. How we model this.

What Changed in Kmg Fiduciary Partners' IJR Position

Kmg Fiduciary Partners decreased its IJR stake by 4,016 shares, a 3.4% reduction from its previous holding of 117,563 shares. The remaining shares, totaling 113,547, are valued at around $15.4 million.

iShares Core S&P Small-Cap ETF Stock Down 1.2%

Currently, there are no specific stock price details available for IJR as of Friday. However, investors often track such changes to gauge the sentiment of institutional investors and any potential impacts on the fund's performance.

About IJR

IJR is an exchange-traded fund (ETF) that aims to track the performance of the S&P SmallCap 600 Index. This index includes a broad range of small-cap U.S. companies across various sectors. The fund seeks to provide returns that correspond to the performance of this index, making it a popular choice for investors looking to diversify their portfolios with small-cap stocks.

Bottom Line

Kmg Fiduciary Partners' decision to trim its position in IJR by 3.4% highlights the fund's ongoing management of its investments. Such filings provide a backward-looking view of institutional activities, offering insights into their strategies and confidence levels. While this reduction is notable, it is part of regular portfolio adjustments and may not reflect the current position or future intentions.

More on this

Source: Kmg Fiduciary Partners's 13F filing on $IJR (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts