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

Hamilton Point Investment Advisors’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	$54.9K	Hold	370	–	–	0.01%	170
2026 Q1	$46K	Sell	370 -97	-21%	-$12.3K	0.01%	162
2025 Q4	$56.1K	Buy	+467	New	+$55.8K	0.01%	163
2024 Q4	–	Sell	-500	Closed	-$58.5K	–	165
2024 Q3	$58.5K	Hold	500	–	–	0.01%	140
2024 Q2	$53.3K	Hold	500	–	–	0.01%	128
2024 Q1	$55.3K	Hold	500	–	–	0.01%	130
2023 Q4	$54.1K	Hold	500	–	–	0.01%	133
2023 Q3	$47.4K	Sell	500 -100	-17%	-$9.99K	0.01%	126
2023 Q2	$59.8K	Hold	600	–	–	0.01%	131
2023 Q1	$58K	Buy	+600	New	+$60K	0.01%	127

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 22.9% 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 Point Investment Advisors's IJR Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 370 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #170.

Hamilton Point Investment Advisors first reported a position in IJR in Q1 2023 and has held it in 10 quarters since. The position peaked at $59.8K in Q2 2023. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hamilton Point Investment Advisors held 370 shares of iShares Core S&P Small-Cap ETF worth $54.9K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #170 holding.
Hamilton Point Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 10 quarters since.
Hamilton Point Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $59.8K in Q2 2023.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.