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

HFG 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 		$832K Buy
5,609
+114
+2% +$15.6K 0.52% 47
2026
Q1 		$683K Sell
5,495
-35
-0.6% -$4.45K 0.48% 48
2025
Q4 		$665K Sell
5,530
-418
-7% -$50K 0.48% 50
2025
Q3 		$707K Sell
5,948
-69
-1% -$7.94K 0.52% 48
2025
Q2 		$658K Hold
6,017
– – 0.52% 49
2025
Q1 		$629K Hold
6,017
– – 0.54% 46
2024
Q4 		$693K Buy
6,017
+65
+1% +$7.77K 0.61% 43
2024
Q3 		$696K Sell
5,952
-33
-0.6% -$3.73K 0.62% 43
2024
Q2 		$638K Sell
5,985
-1,125
-16% -$120K 0.6% 44
2024
Q1 		$786K Sell
7,110
-910
-11% -$96.6K 0.7% 38
2023
Q4 		$868K Buy
8,020
+402
+5% +$38.7K 0.84% 33
2023
Q3 		$719K Sell
7,618
-844
-10% -$84.3K 0.79% 36
2023
Q2 		$843K Buy
8,462
+1,344
+19% +$128K 0.89% 31
2023
Q1 		$688K Buy
7,118
+389
+6% +$38.9K 0.78% 36
2022
Q4 		$637K Buy
6,729
+977
+17% +$93.7K 0.75% 39
2022
Q3 		$502K Buy
5,752
+1,839
+47% +$179K 0.7% 40
2022
Q2 		$362K Buy
3,913
+775
+25% +$77.1K 0.49% 47
2022
Q1 		$339K Buy
3,138
+195
+7% +$21K 0.39% 53
2021
Q4 		$337K Buy
+2,943
New +$335K 0.38% 52

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

HFG Advisors's IJR Position: Q2 2026 in Review

HFG Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q2 2026, buying an estimated $15.6K and bringing the position to 5,609 shares worth $832K. The position accounts for 0.52% of the portfolio, ranked #47.

HFG Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $868K in Q4 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • HFG Advisors held 5,609 shares of iShares Core S&P Small-Cap ETF worth $832K as of Q2 2026.
  • HFG Advisors bought 114 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $15.6K.
  • iShares Core S&P Small-Cap ETF made up 0.52% of HFG Advisors's portfolio in Q2 2026, its #47 holding.
  • HFG Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • HFG Advisors's iShares Core S&P Small-Cap ETF position peaked at $868K in Q4 2023.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.