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Hazlett, Burt & Watson’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hazlett, Burt & Watson’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 		$82K Hold
559
– – 0.02% 379
2026
Q1 		$69K Buy
559
+78
+16% +$9.91K 0.02% 400
2025
Q4 		$58K Buy
481
+15
+3% +$1.79K 0.02% 419
2025
Q3 		$54K Sell
466
-170
-27% -$19.6K 0.02% 407
2025
Q2 		$70K Sell
636
-14
-2% -$1.45K 0.03% 328
2025
Q1 		$70K Sell
650
-133
-17% -$15K 0.03% 318
2024
Q4 		$90K Sell
783
-132
-14% -$15.8K 0.04% 287
2024
Q3 		$107K Sell
915
-590
-39% -$66.7K 0.05% 270
2024
Q2 		$161K Sell
1,505
-837
-36% -$89.5K 0.08% 208
2024
Q1 		$258K Buy
2,342
+1,635
+231% +$174K 0.15% 143
2023
Q4 		$77K Buy
707
+335
+90% +$32.3K 0.05% 257
2023
Q3 		$35K Sell
372
-2,180
-85% -$218K 0.03% 350
2023
Q2 		$254K Buy
2,552
+9
+0.4% +$857 0.19% 116
2023
Q1 		$245K Sell
2,543
-236
-8% -$23.6K 0.2% 108
2022
Q4 		$263K Buy
2,779
+175
+7% +$16.8K 0.23% 100
2022
Q3 		$227K Buy
2,604
+82
+3% +$7.96K 0.22% 99
2022
Q2 		$233K Buy
2,522
+40
+2% +$3.98K 0.21% 101
2022
Q1 		$268K Buy
+2,482
New +$268K 0.21% 102

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

Hazlett, Burt & Watson's IJR Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 559 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #379.

Hazlett, Burt & Watson first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. The position peaked at $268K in Q1 2022. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hazlett, Burt & Watson held 559 shares of iShares Core S&P Small-Cap ETF worth $82K as of Q2 2026.
  • Hazlett, Burt & Watson left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #379 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's iShares Core S&P Small-Cap ETF position peaked at $268K in Q1 2022.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.