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Hantz Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hantz Financial Services’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 		$501K Buy
3,376
+283
+9% +$38.8K 0.01% 726
2026
Q1 		$384K Buy
3,093
+931
+43% +$118K 0.01% 752
2025
Q4 		$260K Buy
2,162
+1,908
+751% +$228K ﹤0.01% 764
2025
Q3 		$30K Buy
254
+117
+85% +$13.5K ﹤0.01% 1416
2025
Q2 		$15K Buy
137
+73
+114% +$7.55K ﹤0.01% 1367
2025
Q1 		$7K Buy
+64
New +$7.22K ﹤0.01% 1055
2024
Q4 		– Sell
-79
Closed -$9K – 1147
2024
Q3 		$9K Buy
+79
New +$8.93K ﹤0.01% 807
2024
Q1 		– Sell
-195
Closed -$21K – 1242
2023
Q4 		$21K Sell
195
-44
-18% -$4.24K ﹤0.01% 726
2023
Q3 		$23K Hold
239
– – ﹤0.01% 706
2023
Q2 		$24K Hold
239
– – ﹤0.01% 690
2023
Q1 		$23K Buy
239
+190
+388% +$19K ﹤0.01% 690
2022
Q4 		$5K Buy
49
+35
+250% +$3.36K ﹤0.01% 864
2022
Q3 		$1K Hold
14
– – ﹤0.01% 1019
2022
Q2 		$1K Hold
14
– – ﹤0.01% 995
2022
Q1 		$2K Buy
+14
New +$1.51K ﹤0.01% 956
2020
Q3 		– Sell
-141
Closed -$10K – 595
2020
Q2 		$10K Buy
+141
New +$8.9K ﹤0.01% 475

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

Hantz Financial Services's IJR Position: Q2 2026 in Review

Hantz Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.1% in Q2 2026, buying an estimated $38.8K and bringing the position to 3,376 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #726.

Hantz Financial Services first reported a position in IJR in Q2 2020 and has held it in 16 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hantz Financial Services held 3,376 shares of iShares Core S&P Small-Cap ETF worth $501K as of Q2 2026.
  • Hantz Financial Services bought 283 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $38.8K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #726 holding.
  • Hantz Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 16 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.