Hexagon Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-693	Closed	-$72.5K	–	854
2025 Q1	$72.5K	Hold	693	–	–	0.01%	381
2024 Q4	$79.8K	Hold	693	–	–	0.01%	373
2024 Q3	$81.1K	Sell	693 -11	-2%	-$1.24K	0.02%	352
2024 Q2	$75K	Sell	704 -21	-3%	-$2.25K	0.02%	350
2024 Q1	$80.2K	Sell	725 -180	-20%	-$19.1K	0.02%	338
2023 Q4	$97.9K	Buy	905 +202	+29%	+$19.5K	0.02%	296
2023 Q3	$66.3K	Buy	703 +22	+3%	+$2.2K	0.02%	315
2023 Q2	$67.9K	Hold	681	–	–	0.02%	303
2023 Q1	$65.9K	Buy	681 +125	+22%	+$12.5K	0.02%	307
2022 Q4	$52.6K	Buy	556 +287	+107%	+$27.5K	0.02%	346
2022 Q3	$23K	Hold	269	–	–	0.01%	556
2022 Q2	$25K	Sell	269 -13	-5%	-$1.29K	0.01%	488
2022 Q1	$30K	Buy	282 +17	+6%	+$1.83K	0.01%	439
2021 Q4	$30K	Hold	265	–	–	0.01%	434
2021 Q3	$29K	Hold	265	–	–	0.01%	419
2021 Q2	$30K	Buy	265 +8	+3%	+$892	0.01%	389
2021 Q1	$27K	Hold	257	–	–	0.01%	381
2020 Q4	$23K	Hold	257	–	–	0.01%	365
2020 Q3	$18K	Buy	+257	New	+$18.4K	0.01%	368

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hexagon Capital Partners's IJR Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 693 shares — an estimated $72.5K sold.

Hexagon Capital Partners first reported a position in IJR in Q3 2020 and held it in 19 quarters. The position peaked at $97.9K in Q4 2023. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 693 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $72.5K.
Hexagon Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $97.9K in Q4 2023.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.