Hiley Hunt Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hiley Hunt Wealth Management’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	$9.95M	Sell	67,098 -83	-0.1%	-$11.4K	3.93%	9
2026 Q1	$8.35M	Buy	67,181 +932	+1%	+$118K	3.68%	9
2025 Q4	$7.96M	Sell	66,249 -2,689	-4%	-$322K	3.56%	9
2025 Q3	$8.19M	Buy	68,938 +2,320	+3%	+$267K	3.85%	10
2025 Q2	$7.41M	Buy	66,618 +2,309	+4%	+$239K	3.74%	10
2025 Q1	$6.74M	Sell	64,309 -231	-0.4%	-$26.1K	3.68%	10
2024 Q4	$7.44M	Buy	64,540 +2,147	+3%	+$257K	4.13%	9
2024 Q3	$7.3M	Buy	62,393 +392	+0.6%	+$44.3K	4.18%	8
2024 Q2	$6.61M	Sell	62,001 -2,436	-4%	-$261K	4.09%	8
2024 Q1	$7.12M	Buy	64,437 +2,847	+5%	+$302K	4.67%	8
2023 Q4	$6.67M	Buy	+61,590	New	+$5.94M	4.93%	8

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hiley Hunt Wealth Management's IJR Position: Q2 2026 in Review

Hiley Hunt Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q2 2026, selling an estimated $11.4K and leaving 67,098 shares worth $9.95M. The position accounts for 3.93% of the portfolio, ranked #9.

Hiley Hunt Wealth Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hiley Hunt Wealth Management held 67,098 shares of iShares Core S&P Small-Cap ETF worth $9.95M as of Q2 2026.
Hiley Hunt Wealth Management sold 83 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.4K.
iShares Core S&P Small-Cap ETF made up 3.93% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #9 holding.
Hiley Hunt Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.