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

HB Wealth 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 		$43.9M Buy
296,271
+51,886
+21% +$7.12M 0.25% 57
2026
Q1 		$30.4M Sell
244,385
-5,374
-2% -$683K 0.2% 67
2025
Q4 		$30M Sell
249,759
-2,118
-0.8% -$253K 0.19% 65
2025
Q3 		$29.9M Buy
251,877
+3,141
+1% +$361K 0.2% 65
2025
Q2 		$27.2M Sell
248,736
-283,327
-53% -$29.3M 0.22% 62
2025
Q1 		$55.6M Buy
532,063
+369,197
+227% +$41.7M 0.47% 34
2024
Q4 		$18.8M Buy
162,866
+21,690
+15% +$2.59M 0.19% 55
2024
Q3 		$16.5M Buy
141,176
+60,698
+75% +$6.86M 0.18% 64
2024
Q2 		$8.58M Buy
80,478
+3,374
+4% +$361K 0.1% 97
2024
Q1 		$8.52M Sell
77,104
-24,438
-24% -$2.59M 0.11% 99
2023
Q4 		$11M Sell
101,542
-2,997
-3% -$289K 0.16% 71
2023
Q3 		$9.86M Sell
104,539
-6,184
-6% -$618K 0.16% 71
2023
Q2 		$11M Buy
110,723
+12,208
+12% +$1.16M 0.18% 63
2023
Q1 		$9.53M Buy
98,515
+5,123
+5% +$512K 0.17% 69
2022
Q4 		$8.84M Buy
93,392
+6,255
+7% +$600K 0.16% 73
2022
Q3 		$7.6M Buy
87,137
+40,297
+86% +$3.91M 0.16% 69
2022
Q2 		$4.33M Sell
46,840
-48,959
-51% -$4.87M 0.09% 110
2022
Q1 		$10.3M Buy
95,799
+45,144
+89% +$4.87M 0.19% 51
2021
Q4 		$5.8M Buy
+50,655
New +$5.77M 0.12% 71

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

HB Wealth Management's IJR Position: Q2 2026 in Review

HB Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 21% in Q2 2026, buying an estimated $7.12M and bringing the position to 296,271 shares worth $43.9M. The position accounts for 0.25% of the portfolio, ranked #57.

HB Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $55.6M in Q1 2025. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • HB Wealth Management held 296,271 shares of iShares Core S&P Small-Cap ETF worth $43.9M as of Q2 2026.
  • HB Wealth Management bought 51,886 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.12M.
  • iShares Core S&P Small-Cap ETF made up 0.25% of HB Wealth Management's portfolio in Q2 2026, its #57 holding.
  • HB Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $55.6M in Q1 2025.
  • 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.