HWM
IJR icon

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

Hemming & 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 		$9.41M Buy
63,435
+291
+0.5% +$39.9K 5.73% 8
2026
Q1 		$7.85M Sell
63,144
-26,487
-30% -$3.36M 5.48% 8
2025
Q4 		$10.8M Buy
+89,631
New +$10.7M 7.37% 7

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

Hemming & Wealth Management's IJR Position: Q2 2026 in Review

Hemming & Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.46% in Q2 2026, buying an estimated $39.9K and bringing the position to 63,435 shares worth $9.41M. The position accounts for 5.73% of the portfolio, ranked #8.

Hemming & Wealth Management first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8M in Q4 2025. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hemming & Wealth Management held 63,435 shares of iShares Core S&P Small-Cap ETF worth $9.41M as of Q2 2026.
  • Hemming & Wealth Management bought 291 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $39.9K.
  • iShares Core S&P Small-Cap ETF made up 5.73% of Hemming & Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Hemming & Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Hemming & Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $10.8M in Q4 2025.
  • 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hemming & Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.