Hohimer Wealth Management
IJR icon

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

Hohimer Wealth Management’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
Q3 		$1.08M Buy
7,946
+9
+0.1% +$1.3K 0.1% 159
2026
Q2 		$1.18M Buy
7,937
+158
+2% +$21.7K 0.12% 156
2026
Q1 		$967K Buy
7,779
+40
+0.5% +$5.08K 0.11% 164
2025
Q4 		$930K Buy
7,739
+12
+0.2% +$1.44K 0.13% 144
2025
Q3 		$918K Buy
7,727
+9
+0.1% +$1.04K 0.13% 148
2025
Q2 		$844K Hold
7,718
– – 0.15% 125
2025
Q1 		$807K Hold
7,718
– – 0.16% 122
2024
Q4 		$889K Buy
7,718
+250
+3% +$29.9K 0.17% 121
2024
Q3 		$873K Hold
7,468
– – 0.19% 121
2024
Q2 		$797K Sell
7,468
-103
-1% -$11K 0.18% 133
2024
Q1 		$837K Sell
7,571
-57
-0.7% -$6.05K 0.2% 130
2023
Q4 		$826K Buy
7,628
+153
+2% +$14.7K 0.21% 131
2023
Q3 		$705K Sell
7,475
-2,710
-27% -$271K 0.2% 128
2023
Q2 		$1.01M Sell
10,185
-929
-8% -$88.5K 0.28% 94
2023
Q1 		$1.07M Sell
11,114
-62,813
-85% -$6.28M 0.31% 81
2022
Q4 		$7M Buy
73,927
+61,825
+511% +$5.93M 2.23% 5
2022
Q3 		$1.06M Buy
12,102
+819
+7% +$79.6K 0.34% 85
2022
Q2 		$1.04M Sell
11,283
-1,980
-15% -$197K 0.31% 87
2022
Q1 		$1.43M Sell
13,263
-215
-2% -$23.2K 0.28% 104
2021
Q4 		$1.54M Buy
13,478
+934
+7% +$106K 0.32% 97
2021
Q3 		$1.37M Buy
12,544
+575
+5% +$63.3K 0.29% 104
2021
Q2 		$1.35M Buy
11,969
+936
+8% +$104K 0.28% 103
2021
Q1 		$1.2M Buy
11,033
+539
+5% +$56.4K 0.29% 100
2020
Q4 		$964K Buy
10,494
+625
+6% +$51.3K 0.26% 107
2020
Q3 		$740K Buy
9,869
+716
+8% +$51.3K 0.21% 119
2020
Q2 		$625K Sell
9,153
-1,152
-11% -$72.7K 0.22% 132
2020
Q1 		$631K Sell
10,305
-4,493
-30% -$335K 0.27% 123
2019
Q4 		$1.24M Buy
+14,798
New +$1.19M 0.43% 105

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Hohimer Wealth Management's IJR Position: Q3 2026 in Review

Hohimer Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.11% in Q3 2026, buying an estimated $1.3K and bringing the position to 7,946 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #159.

Hohimer Wealth Management first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $7M in Q4 2022. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Hohimer Wealth Management held 7,946 shares of iShares Core S&P Small-Cap ETF worth $1.08M as of Q3 2026.
  • Hohimer Wealth Management bought 9 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.3K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Hohimer Wealth Management's portfolio in Q3 2026, its #159 holding.
  • Hohimer Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Hohimer Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7M in Q4 2022.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.