Hardy Reed’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hardy Reed’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 Q1	$16.5M	Sell	132,377 -57	-0%	-$7.24K	1.2%	15
2025 Q4	$15.9M	Hold	132,434	–	–	1.14%	17
2025 Q3	$15.7M	Hold	132,434	–	–	1.16%	16
2025 Q2	$14.5M	Hold	132,434	–	–	1.16%	15
2025 Q1	$13.8M	Buy	132,434 +115	+0.1%	+$13K	1.22%	15
2024 Q4	$15.2M	Sell	132,319 -64	-0%	-$7.65K	1.34%	14
2024 Q3	$15.5M	Hold	132,383	–	–	1.39%	13
2024 Q2	$14.1M	Sell	132,383 -55	-0%	-$5.88K	1.42%	13
2024 Q1	$14.6M	Sell	132,438 -2,160	-2%	-$229K	1.82%	9
2023 Q4	$14.6M	Buy	134,598 +2,160	+2%	+$208K	1.97%	10
2023 Q3	$12.5M	Hold	132,438	–	–	2.26%	8
2023 Q2	$13.2M	Buy	132,438 +154	+0.1%	+$14.7K	2.33%	8
2023 Q1	$12.8M	Hold	132,284	–	–	2.25%	8
2022 Q4	$12.5M	Hold	132,284	–	–	2.37%	7
2022 Q3	$11.5M	Hold	132,284	–	–	2.55%	6
2022 Q2	$12.2M	Hold	132,284	–	–	2.62%	6
2022 Q1	$14.3M	Sell	132,284 -350	-0.3%	-$37.8K	2.68%	7
2021 Q4	$15.2M	Hold	132,634	–	–	2.5%	7
2021 Q3	$14.5M	Hold	132,634	–	–	2.57%	7
2021 Q2	$15M	Hold	132,634	–	–	2.67%	7
2021 Q1	$14.4M	Buy	132,634 +59	+0%	+$6.18K	2.76%	6
2020 Q4	$12.2M	Buy	132,575 +484	+0.4%	+$39.8K	2.55%	7
2020 Q3	$9.28M	Buy	132,091 +291	+0.2%	+$20.9K	2.32%	7
2020 Q2	$9M	Hold	131,800	–	–	3.2%	7
2020 Q1	$7.39M	Buy	+131,800	New	+$9.82M	3.38%	7

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hardy Reed's IJR Position: Q1 2026 in Review

Hardy Reed reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.04% in Q1 2026, selling an estimated $7.24K and leaving 132,377 shares worth $16.5M. The position accounts for 1.2% of the portfolio, ranked #15.

Hardy Reed first reported a position in IJR in Q1 2020 and has held it in 25 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Hardy Reed held 132,377 shares of iShares Core S&P Small-Cap ETF worth $16.5M as of Q1 2026.
Hardy Reed sold 57 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $7.24K.
iShares Core S&P Small-Cap ETF made up 1.2% of Hardy Reed's portfolio in Q1 2026, its #15 holding.
Hardy Reed first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.