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

Hemington 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
2025 Q3	$237K	Hold	1,996	–	–	0.03%	123
2025 Q2	$218K	Buy	1,996 +2	+0.1%	+$207	0.03%	123
2025 Q1	$208K	Sell	1,994 -91	-4%	-$10.3K	0.03%	122
2024 Q4	$240K	Buy	2,085 +301	+17%	+$36K	0.06%	110
2024 Q3	$203K	Buy	+1,784	New	+$202K	0.05%	118

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hemington Wealth Management's IJR Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 1,996 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #123.

Hemington Wealth Management first reported a position in IJR in Q3 2024 and has held it in 5 quarters since. The position peaked at $240K in Q4 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Hemington Wealth Management held 1,996 shares of iShares Core S&P Small-Cap ETF worth $237K as of Q3 2025.
Hemington Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #123 holding.
Hemington Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 5 quarters since.
Hemington Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $240K in Q4 2024.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.