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

Hillcrest 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	$836K	Buy	5,638 +88	+2%	+$12.1K	0.3%	35
2026 Q1	$690K	Hold	5,550	–	–	0.28%	34
2025 Q4	$667K	Hold	5,550	–	–	0.29%	33
2025 Q3	$660K	Sell	5,550 -400	-7%	-$46K	0.3%	31
2025 Q2	$650K	Hold	5,950	–	–	0.31%	32
2025 Q1	$622K	Hold	5,950	–	–	0.31%	32
2024 Q4	$686K	Hold	5,950	–	–	0.33%	31
2024 Q3	$696K	Sell	5,950 -274	-4%	-$31K	0.35%	28
2024 Q2	$664K	Hold	6,224	–	–	0.36%	30
2024 Q1	$688K	Hold	6,224	–	–	0.37%	29
2023 Q4	$674K	Sell	6,224 -200	-3%	-$19.3K	0.37%	30
2023 Q3	$606K	Hold	6,424	–	–	0.35%	32
2023 Q2	$640K	Hold	6,424	–	–	0.38%	29
2023 Q1	$621K	Hold	6,424	–	–	0.37%	30
2022 Q4	$608K	Hold	6,424	–	–	0.36%	31
2022 Q3	$560K	Sell	6,424 -200	-3%	-$19.4K	0.36%	33
2022 Q2	$612K	Hold	6,624	–	–	0.37%	31
2022 Q1	$715K	Hold	6,624	–	–	0.4%	31
2021 Q4	$759K	Hold	6,624	–	–	0.41%	31
2021 Q3	$723K	Hold	6,624	–	–	0.43%	29
2021 Q2	$748K	Buy	+6,624	New	+$739K	0.45%	27

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Hillcrest Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, buying an estimated $12.1K and bringing the position to 5,638 shares worth $836K. The position accounts for 0.3% of the portfolio, ranked #35.

Hillcrest Wealth Advisors first reported a position in IJR in Q2 2021 and has held it in 21 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hillcrest Wealth Advisors held 5,638 shares of iShares Core S&P Small-Cap ETF worth $836K as of Q2 2026.
Hillcrest Wealth Advisors bought 88 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $12.1K.
iShares Core S&P Small-Cap ETF made up 0.3% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Hillcrest Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.