HFG Advisors
IJR icon

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
Q3 		$771K Buy
5,664
+55
+1% +$7.96K 0.49% 49
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 $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HFG Advisors's IJR Position: Q3 2026 in Review

HFG Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.98% in Q3 2026, buying an estimated $7.96K and bringing the position to 5,664 shares worth $771K. The position accounts for 0.49% of the portfolio, ranked #49.

HFG Advisors first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $868K in Q4 2023. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • HFG Advisors held 5,664 shares of iShares Core S&P Small-Cap ETF worth $771K as of Q3 2026.
  • HFG Advisors bought 55 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $7.96K.
  • iShares Core S&P Small-Cap ETF made up 0.49% of HFG Advisors's portfolio in Q3 2026, its #49 holding.
  • HFG Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • HFG Advisors's iShares Core S&P Small-Cap ETF position peaked at $868K in Q4 2023.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on HFG Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.