HWA
IJR icon

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

HHM Wealth 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 		$169K Buy
1,137
+1
+0.1% +$137 0.02% 230
2026
Q1 		$141K Buy
1,136
+109
+11% +$13.8K 0.02% 224
2025
Q4 		$123K Hold
1,027
– – 0.01% 245
2025
Q3 		$122K Hold
1,027
– – 0.01% 257
2025
Q2 		$112K Hold
1,027
– – 0.01% 261
2025
Q1 		$107K Buy
1,027
+79
+8% +$8.91K 0.01% 261
2024
Q4 		$109K Hold
948
– – 0.01% 255
2024
Q3 		$111K Hold
948
– – 0.02% 238
2024
Q2 		$101K Hold
948
– – 0.02% 242
2024
Q1 		$105K Sell
948
-160
-14% -$17K 0.02% 202
2023
Q4 		$120K Sell
1,108
-175
-14% -$16.9K 0.02% 191
2023
Q3 		$121K Sell
1,283
-458
-26% -$45.8K 0.02% 181
2023
Q2 		$173K Buy
1,741
+150
+9% +$14.3K 0.03% 146
2023
Q1 		$154K Buy
1,591
+6
+0.4% +$600 0.03% 155
2022
Q4 		$150K Sell
1,585
-196
-11% -$18.8K 0.03% 141
2022
Q3 		$155K Hold
1,781
– – 0.04% 125
2022
Q2 		$165K Buy
1,781
+350
+24% +$34.8K 0.04% 143
2022
Q1 		$154K Buy
1,431
+22
+2% +$2.37K 0.04% 166
2021
Q4 		$161K Sell
1,409
-117
-8% -$13.3K 0.04% 163
2021
Q3 		$167K Buy
1,526
+90
+6% +$9.91K 0.05% 148
2021
Q2 		$162K Buy
1,436
+25
+2% +$2.79K 0.04% 157
2021
Q1 		$153K Buy
1,411
+216
+18% +$22.6K 0.05% 144
2020
Q4 		$110K Sell
1,195
-251
-17% -$20.6K 0.04% 157
2020
Q3 		$102K Buy
1,446
+44
+3% +$3.15K 0.04% 145
2020
Q2 		$96K Sell
1,402
-46
-3% -$2.9K 0.04% 145
2020
Q1 		$81K Buy
+1,448
New +$108K 0.04% 144

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return