HR
IJR icon

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
Q2 		$19.6M Buy
132,425
+48
+0% +$6.59K 1.26% 14
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
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

Hardy Reed's IJR Position: Q2 2026 in Review

Hardy Reed increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.04% in Q2 2026, buying an estimated $6.59K and bringing the position to 132,425 shares worth $19.6M. The position accounts for 1.26% of the portfolio, ranked #14.

Hardy Reed first reported a position in IJR in Q1 2020 and has held it in 26 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hardy Reed held 132,425 shares of iShares Core S&P Small-Cap ETF worth $19.6M as of Q2 2026.
  • Hardy Reed bought 48 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.59K.
  • iShares Core S&P Small-Cap ETF made up 1.26% of Hardy Reed's portfolio in Q2 2026, its #14 holding.
  • Hardy Reed first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.