Hirtle Callaghan & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $429K | Hold |
2,890
| – | – | 0.01% | 95 |
|
|
2026
Q1 | $359K | Buy |
2,890
+129
| +5% | +$16.4K | 0.01% | 92 |
|
|
2025
Q4 | $332K | Sell |
2,761
-89
| -3% | -$10.6K | 0.01% | 98 |
|
|
2025
Q3 | $339K | Sell |
2,850
-666
| -19% | -$76.6K | 0.01% | 91 |
|
|
2025
Q2 | $384K | Hold |
3,516
| – | – | 0.01% | 91 |
|
|
2025
Q1 | $368K | Buy |
3,516
+128
| +4% | +$14.4K | 0.01% | 97 |
|
|
2024
Q4 | $390K | Buy |
3,388
+335
| +11% | +$40K | 0.02% | 97 |
|
|
2024
Q3 | $357K | Buy |
+3,053
| New | +$345K | 0.01% | 90 |
|
|
2024
Q1 | – | Sell |
-2,927
| Closed | -$317K | – | 101 |
|
|
2023
Q4 | $317K | Sell |
2,927
-1,035
| -26% | -$99.7K | 0.01% | 80 |
|
|
2023
Q3 | $374K | Sell |
3,962
-1,795
| -31% | -$179K | 0.02% | 69 |
|
|
2023
Q2 | $574K | Sell |
5,757
-329
| -5% | -$31.3K | 0.03% | 61 |
|
|
2023
Q1 | $589K | Hold |
6,086
| – | – | 0.03% | 61 |
|
|
2022
Q4 | $576K | Sell |
6,086
-5,352
| -47% | -$513K | 0.04% | 88 |
|
|
2022
Q3 | $997K | Buy |
11,438
+3,498
| +44% | +$340K | 0.07% | 70 |
|
|
2022
Q2 | $734K | Sell |
7,940
-915
| -10% | -$91K | 0.04% | 70 |
|
|
2022
Q1 | $955K | Buy |
8,855
+3,425
| +63% | +$370K | 0.05% | 62 |
|
|
2021
Q4 | $622K | Buy |
+5,430
| New | +$619K | 0.03% | 60 |
|
|
2020
Q2 | – | Sell |
-20,060
| Closed | -$1.13M | – | 51 |
|
|
2020
Q1 | $1.13M | Buy |
+20,060
| New | +$1.49M | 0.09% | 22 |
|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$693K | – | 96 |
|
|
2018
Q4 | $693K | Hold |
10,000
| – | – | 0.06% | 46 |
|
|
2018
Q3 | $872K | Sell |
10,000
-614
| -6% | -$53.8K | 0.08% | 40 |
|
|
2018
Q2 | $886K | Hold |
10,614
| – | – | 0.08% | 37 |
|
|
2018
Q1 | $817K | Hold |
10,614
| – | – | 0.08% | 41 |
|
|
2017
Q4 | $815K | Hold |
10,614
| – | – | 0.07% | 43 |
|
|
2017
Q3 | $788K | Buy |
10,614
+10,000
| +1,629% | +$701K | 0.08% | 43 |
|
|
2017
Q2 | $43K | Hold |
614
| – | – | 0.01% | 72 |
|
|
2017
Q1 | $42K | Hold |
614
| – | – | 0.01% | 84 |
|
|
2016
Q4 | $42K | Sell |
614
-10,000
| -94% | -$645K | 0.01% | 71 |
|
|
2016
Q3 | $659K | Buy |
10,614
+614
| +6% | +$37.5K | 0.14% | 43 |
|
|
2016
Q2 | $581K | Hold |
10,000
| – | – | 0.11% | 47 |
|
|
2016
Q1 | $563K | Buy |
+10,000
| New | +$522K | 0.11% | 47 |
|
|
2015
Q2 | – | Sell |
-10,000
| Closed | -$590K | – | 173 |
|
|
2015
Q1 | $590K | Hold |
10,000
| – | – | 0.33% | 12 |
|
|
2014
Q4 | $570K | Hold |
10,000
| – | – | 0.13% | 100 |
|
|
2014
Q3 | $522K | Hold |
10,000
| – | – | 0.09% | 102 |
|
|
2014
Q2 | $560K | Buy |
+10,000
| New | +$541K | 0.08% | 135 |
|
Other funds holding IJR
Hirtle Callaghan & Co's IJR Position: Q2 2026 in Review
Hirtle Callaghan & Co held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,890 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #95.
Hirtle Callaghan & Co first reported a position in IJR in Q2 2014 and has held it in 34 quarters since. The position peaked at $1.13M in Q1 2020. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Hirtle Callaghan & Co held 2,890 shares of iShares Core S&P Small-Cap ETF worth $429K as of Q2 2026.
- Hirtle Callaghan & Co left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
- iShares Core S&P Small-Cap ETF made up 0.01% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #95 holding.
- Hirtle Callaghan & Co first reported a position in iShares Core S&P Small-Cap ETF in Q2 2014 and has held it in 34 quarters since.
- Hirtle Callaghan & Co's iShares Core S&P Small-Cap ETF position peaked at $1.13M in Q1 2020.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.