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

HCR Wealth Advisors’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	$18M	Sell	121,048 -8,280	-6%	-$1.14M	1.61%	11
2026 Q1	$16.1M	Buy	129,328 +343	+0.3%	+$43.6K	1.67%	11
2025 Q4	$15.5M	Sell	128,985 -306,642	-70%	-$36.7M	1.54%	12
2025 Q3	$52.1M	Buy	435,627 +16,851	+4%	+$1.94M	5.39%	5
2025 Q2	$45.8M	Buy	418,776 +9,366	+2%	+$968K	5.39%	5
2025 Q1	$42.8M	Buy	409,410 +25,376	+7%	+$2.86M	5.57%	4
2024 Q4	$44.2M	Buy	384,034 +16,356	+4%	+$1.95M	5.54%	4
2024 Q3	$43M	Buy	367,678 +3,602	+1%	+$407K	5.63%	4
2024 Q2	$38.8M	Sell	364,076 -3,234	-0.9%	-$346K	5.55%	4
2024 Q1	$40.6M	Sell	367,310 -9,495	-3%	-$1.01M	6.16%	4
2023 Q4	$40.8M	Buy	376,805 +96,781	+35%	+$9.33M	6.44%	4
2023 Q3	$26.4M	Sell	280,024 -9,408	-3%	-$940K	5.79%	4
2023 Q2	$28.8M	Buy	289,432 +1,248	+0.4%	+$119K	5.34%	4
2023 Q1	$27.9M	Buy	288,184 +1,207	+0.4%	+$121K	5.52%	4
2022 Q4	$27.2M	Sell	286,977 -14,040	-5%	-$1.35M	5.7%	4
2022 Q3	$26.2M	Sell	301,017 -10,564	-3%	-$1.03M	5.58%	4
2022 Q2	$28.8M	Sell	311,581 -5,531	-2%	-$550K	5.78%	4
2022 Q1	$34.2M	Buy	+317,112	New	+$34.2M	5.59%	4
2021 Q1	–	Sell	-227	Closed	-$21K	–	207
2020 Q4	$21K	Buy	227 +27	+14%	+$2.22K	﹤0.01%	234
2020 Q3	$14K	Sell	200 -173	-46%	-$12.4K	﹤0.01%	217
2020 Q2	$25K	Buy	373 +200	+116%	+$12.6K	0.01%	199
2020 Q1	$10K	Hold	173	–	–	﹤0.01%	208
2019 Q4	$15K	Buy	+173	New	+$13.9K	﹤0.01%	203
2019 Q2	–	Sell	-2,261	Closed	-$279K	–	170
2019 Q1	$279K	Buy	+2,261	New	+$174K	0.08%	144

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

HCR Wealth Advisors's IJR Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.4% in Q2 2026, selling an estimated $1.14M and leaving 121,048 shares worth $18M. The position accounts for 1.61% of the portfolio, ranked #11.

HCR Wealth Advisors first reported a position in IJR in Q1 2019 and has held it in 24 quarters since. The position peaked at $52.1M in Q3 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

HCR Wealth Advisors held 121,048 shares of iShares Core S&P Small-Cap ETF worth $18M as of Q2 2026.
HCR Wealth Advisors sold 8,280 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.14M.
iShares Core S&P Small-Cap ETF made up 1.61% of HCR Wealth Advisors's portfolio in Q2 2026, its #11 holding.
HCR Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 24 quarters since.
HCR Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $52.1M in Q3 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.