Hantz Financial Services
IJR icon

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
Q3 		$455K Sell
3,342
-34
-1% -$4.92K 0.01% 767
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 +$8.92K ﹤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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Hantz Financial Services's IJR Position: Q3 2026 in Review

Hantz Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q3 2026, selling an estimated $4.92K and leaving 3,342 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #767.

Hantz Financial Services first reported a position in IJR in Q2 2020 and has held it in 17 quarters since. The position peaked at $501K in Q2 2026. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Hantz Financial Services held 3,342 shares of iShares Core S&P Small-Cap ETF worth $455K as of Q3 2026.
  • Hantz Financial Services sold 34 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.92K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Hantz Financial Services's portfolio in Q3 2026, its #767 holding.
  • Hantz Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 17 quarters since.
  • Hantz Financial Services's iShares Core S&P Small-Cap ETF position peaked at $501K in Q2 2026.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.