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

Hartford Financial Management’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	$3.75K	Hold	25	–	–	﹤0.01%	313
2026 Q1	$3.15K	Hold	25	–	–	﹤0.01%	319
2025 Q4	$3.04K	Hold	25	–	–	﹤0.01%	313
2025 Q3	$3.01K	Sell	25 -3,453	-99%	-$397K	﹤0.01%	314
2025 Q2	$380K	Hold	3,478	–	–	0.1%	115
2025 Q1	$364K	Sell	3,478 -55	-2%	-$6.21K	0.08%	141
2024 Q4	$407K	Buy	3,533 +55	+2%	+$6.57K	0.08%	139
2024 Q3	$407K	Hold	3,478	–	–	0.08%	140
2024 Q2	$371K	Hold	3,478	–	–	0.08%	141
2024 Q1	$384K	Hold	3,478	–	–	0.08%	141
2023 Q4	$377K	Hold	3,478	–	–	0.09%	141
2023 Q3	$328K	Hold	3,478	–	–	0.08%	146
2023 Q2	$347K	Buy	3,478 +3,453	+13,812%	+$329K	0.09%	144
2023 Q1	$2.45K	Hold	25	–	–	﹤0.01%	341
2022 Q4	$2.4K	Hold	25	–	–	﹤0.01%	340
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	355
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	360
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	354
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	340
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	362
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	352
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	364
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	339
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	309
2020 Q2	$2K	Sell	25 -635	-96%	-$40.1K	﹤0.01%	324
2020 Q1	$37K	Sell	660 -13	-2%	-$968	0.01%	200
2019 Q4	$56K	Hold	673	–	–	0.02%	205
2019 Q3	$52K	Hold	673	–	–	0.02%	207
2019 Q2	$53K	Hold	673	–	–	0.02%	210
2019 Q1	$52K	Sell	673 -47,126	-99%	-$3.62M	0.02%	211
2018 Q4	$3.31M	Buy	47,799 +47,166	+7,451%	+$3.65M	1.27%	24
2018 Q3	$55K	Hold	633	–	–	0.02%	219
2018 Q2	$53K	Buy	+633	New	+$51.6K	0.02%	223

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hartford Financial Management's IJR Position: Q2 2026 in Review

Hartford Financial Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 25 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Hartford Financial Management first reported a position in IJR in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.31M in Q4 2018. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hartford Financial Management held 25 shares of iShares Core S&P Small-Cap ETF worth $3.75K as of Q2 2026.
Hartford Financial Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #313 holding.
Hartford Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 33 quarters since.
Hartford Financial Management's iShares Core S&P Small-Cap ETF position peaked at $3.31M in Q4 2018.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.