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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

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 22.9% 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

HHM Wealth Advisors's IJR Position: Q2 2026 in Review

HHM Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.09% in Q2 2026, buying an estimated $137 and bringing the position to 1,137 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #230.

HHM Wealth Advisors first reported a position in IJR in Q1 2020 and has held it in 26 quarters since. The position peaked at $173K in Q2 2023. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • HHM Wealth Advisors held 1,137 shares of iShares Core S&P Small-Cap ETF worth $169K as of Q2 2026.
  • HHM Wealth Advisors bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
  • iShares Core S&P Small-Cap ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #230 holding.
  • HHM Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $173K in Q2 2023.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.