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 Q2	–	Sell	-1,615	Closed	-$201K	–	167
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hamilton Capital's IJR Position: Q2 2026 in Review

Hamilton Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 1,615 shares — an estimated $201K sold.

Hamilton Capital first reported a position in IJR in Q4 2021 and held it in 8 quarters. The position peaked at $286K in Q4 2021. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hamilton Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Hamilton Capital sold 1,615 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $201K.
Hamilton Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 8 quarters.
Hamilton Capital's iShares Core S&P Small-Cap ETF position peaked at $286K in Q4 2021.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.