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

Hobbs Group 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	$380K	Buy	2,563 +2	+0.1%	+$274	0.1%	128
2026 Q1	$318K	Sell	2,561 -32	-1%	-$4.07K	0.1%	133
2025 Q4	$312K	Buy	2,593 +602	+30%	+$72K	0.09%	138
2025 Q3	$237K	Buy	+1,991	New	+$229K	0.07%	141
2025 Q1	–	Sell	-3,084	Closed	-$355K	–	152
2024 Q4	$355K	Buy	3,084 +198	+7%	+$23.7K	0.13%	108
2024 Q3	$338K	Buy	2,886 +3	+0.1%	+$339	0.12%	109
2024 Q2	$308K	Buy	+2,883	New	+$308K	0.12%	114
2023 Q4	$312K	Buy	+2,878	New	+$277K	0.14%	102

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

Hobbs Group Advisors's IJR Position: Q2 2026 in Review

Hobbs Group Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.08% in Q2 2026, buying an estimated $274 and bringing the position to 2,563 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #128.

Hobbs Group Advisors first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hobbs Group Advisors held 2,563 shares of iShares Core S&P Small-Cap ETF worth $380K as of Q2 2026.
Hobbs Group Advisors bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.1% of Hobbs Group Advisors's portfolio in Q2 2026, its #128 holding.
Hobbs Group Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.