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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
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% +$1.03K 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 		$1.05M 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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Hohimer Wealth Management's IJR Position: Q1 2026 in Review

Hohimer Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.52% in Q1 2026, buying an estimated $5.08K and bringing the position to 7,779 shares worth $967K. The position accounts for 0.11% of the portfolio, ranked #164.

Hohimer Wealth Management first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $7M in Q4 2022. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Hohimer Wealth Management held 7,779 shares of iShares Core S&P Small-Cap ETF worth $967K as of Q1 2026.
  • Hohimer Wealth Management bought 40 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $5.08K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Hohimer Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Hohimer Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7M in Q4 2022.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.