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Hansen & Associates Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hansen & Associates Financial Group’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 		$766K Buy
5,216
+2,462
+89% +$338K 0.44% 37
2026
Q1 		$345K Sell
2,754
-10,510
-79% -$1.34M 0.19% 38
2025
Q4 		$1.75M Sell
13,264
-818
-6% -$97.8K 0.96% 22
2025
Q3 		$16.8M Buy
+14,082
New +$1.62M 7.05% 5

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hansen & Associates Financial Group's IJR Position: Q2 2026 in Review

Hansen & Associates Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 89% in Q2 2026, buying an estimated $338K and bringing the position to 5,216 shares worth $766K. The position accounts for 0.44% of the portfolio, ranked #37.

Hansen & Associates Financial Group first reported a position in IJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.8M in Q3 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hansen & Associates Financial Group held 5,216 shares of iShares Core S&P Small-Cap ETF worth $766K as of Q2 2026.
  • Hansen & Associates Financial Group bought 2,462 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $338K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #37 holding.
  • Hansen & Associates Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Hansen & Associates Financial Group's iShares Core S&P Small-Cap ETF position peaked at $16.8M in Q3 2025.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.