Hoey Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hoey Investments’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	$34.6K	Hold	233	–	–	﹤0.01%	180
2026 Q1	$29K	Hold	233	–	–	﹤0.01%	184
2025 Q4	$28K	Hold	233	–	–	﹤0.01%	191
2025 Q3	$27.7K	Sell	233 -31	-12%	-$3.56K	﹤0.01%	200
2025 Q2	$28.9K	Sell	264 -4	-1%	-$413	﹤0.01%	188
2025 Q1	$28K	Buy	+268	New	+$30.2K	0.01%	166
2024 Q4	–	Sell	-210	Closed	-$22.4K	–	406
2024 Q3	$22.4K	Hold	210	–	–	﹤0.01%	165
2024 Q2	$22.4K	Buy	+210	New	+$22.5K	﹤0.01%	165
2023 Q4	–	Sell	-21	Closed	-$1.98K	–	363
2023 Q3	$1.98K	Hold	21	–	–	﹤0.01%	300
2023 Q2	$2.09K	Hold	21	–	–	﹤0.01%	298
2023 Q1	$2.03K	Hold	21	–	–	﹤0.01%	296
2022 Q4	$1.99K	Hold	21	–	–	﹤0.01%	260
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	286
2022 Q2	$2K	Buy	+21	New	+$2.09K	﹤0.01%	256
2021 Q2	–	Sell	-117	Closed	-$13K	–	236
2021 Q1	$13K	Buy	+117	New	+$12.2K	﹤0.01%	160

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

Hoey Investments's IJR Position: Q2 2026 in Review

Hoey Investments held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 233 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Hoey Investments first reported a position in IJR in Q1 2021 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hoey Investments held 233 shares of iShares Core S&P Small-Cap ETF worth $34.6K as of Q2 2026.
Hoey Investments 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 Hoey Investments's portfolio in Q2 2026, its #180 holding.
Hoey Investments first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.