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

Hilltop 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
2025
Q2 		– Sell
-159,492
Closed -$16.7M – 54
2025
Q1 		$16.7M Buy
159,492
+9,011
+6% +$1.02M 9.42% 4
2024
Q4 		$17.3M Buy
150,481
+2,483
+2% +$297K 8.77% 5
2024
Q3 		$17.3M Buy
147,998
+1,297
+0.9% +$147K 8.08% 5
2024
Q2 		$15.6M Buy
146,701
+161
+0.1% +$17.2K 7.85% 5
2024
Q1 		$16.2M Buy
+146,540
New +$15.6M 8.28% 4
2023
Q2 		– Sell
-134,611
Closed -$13M – 40
2023
Q1 		$13M Sell
134,611
-3,556
-3% -$356K 10.47% 4
2022
Q4 		$13.1M Sell
138,167
-2,297
-2% -$220K 11.09% 4
2022
Q3 		$12.2M Sell
140,464
-20,235
-13% -$1.97M 12.59% 3
2022
Q2 		$14.8M Buy
160,699
+3,824
+2% +$380K 14.47% 3
2022
Q1 		$16.9M Sell
156,875
-2,547
-2% -$275K 14.41% 3
2021
Q4 		$18.3M Sell
159,422
-453
-0.3% -$51.6K 12.68% 2
2021
Q3 		$17.5M Buy
159,875
+6,519
+4% +$718K 12.26% 3
2021
Q2 		$17.3M Buy
153,356
+2,937
+2% +$328K 12.26% 3
2021
Q1 		$16.3M Buy
+150,419
New +$15.7M 12.48% 3

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hilltop Wealth Advisors's IJR Position: Q2 2025 in Review

Hilltop Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 159,492 shares — an estimated $16.7M sold.

Hilltop Wealth Advisors first reported a position in IJR in Q1 2021 and held it in 14 quarters. The position peaked at $18.3M in Q4 2021. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Hilltop Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Hilltop Wealth Advisors sold 159,492 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $16.7M.
  • Hilltop Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 14 quarters.
  • Hilltop Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $18.3M in Q4 2021.
  • 2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.