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 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%	+$1.03K	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 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

Hohimer Wealth Management's IJR Position: Q2 2026 in Review

Hohimer Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, buying an estimated $21.7K and bringing the position to 7,937 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #156.

Hohimer Wealth Management first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $7M in Q4 2022. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hohimer Wealth Management held 7,937 shares of iShares Core S&P Small-Cap ETF worth $1.18M as of Q2 2026.
Hohimer Wealth Management bought 158 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.7K.
iShares Core S&P Small-Cap ETF made up 0.12% of Hohimer Wealth Management's portfolio in Q2 2026, its #156 holding.
Hohimer Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Hohimer Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7M in Q4 2022.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.