Hamilton Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hamilton Capital’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	$201K	Buy	+1,615	New	+$205K	0.01%	150
2025 Q2	$204K	Buy	+1,865	New	+$193K	0.01%	135
2025 Q1	–	Sell	-1,853	Closed	-$213K	–	143
2024 Q4	$213K	Sell	1,853 -10	-0.5%	-$1.2K	0.02%	117
2024 Q3	$212K	Buy	+1,863	New	+$210K	0.02%	121
2024 Q2	–	Sell	-1,820	Closed	-$201K	–	137
2024 Q1	$201K	Buy	+1,820	New	+$193K	0.02%	136
2022 Q3	–	Sell	-2,606	Closed	-$241K	–	109
2022 Q2	$241K	Buy	2,606 +266	+11%	+$26.5K	0.02%	94
2022 Q1	$252K	Sell	2,340 -159	-6%	-$17.2K	0.02%	99
2021 Q4	$286K	Buy	+2,499	New	+$285K	0.02%	116

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hamilton Capital's IJR Position: Q1 2026 in Review

Hamilton Capital opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 1,615 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: Hamilton Capital previously reported a position in IJR as recently as Q2 2025.

Hamilton Capital first reported a position in IJR in Q4 2021 and has held it in 8 quarters since. The position peaked at $286K in Q4 2021. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Hamilton Capital held 1,615 shares of iShares Core S&P Small-Cap ETF worth $201K as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Hamilton Capital position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Hamilton Capital's portfolio in Q1 2026, its #150 holding.
Hamilton Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Hamilton Capital's iShares Core S&P Small-Cap ETF position peaked at $286K in Q4 2021.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.