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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$601K Buy
4,052
+1
+0% +$137 0.04% 200
2026
Q1
$504K Hold
4,051
0.02% 219
2025
Q4
$487K Buy
4,051
+1
+0% +$120 0.02% 218
2025
Q3
$481K Buy
4,050
+1
+0% +$115 0.02% 226
2025
Q2
$443K Sell
4,049
-13,535
-77% -$1.4M 0.02% 203
2025
Q1
$1.84M Buy
17,584
+41
+0.2% +$4.63K 0.08% 102
2024
Q4
$2.02M Buy
17,543
+5,174
+42% +$618K 0.08% 98
2024
Q3
$1.45M Buy
12,369
+78
+0.6% +$8.81K 0.06% 114
2024
Q2
$1.31M Sell
12,291
-921
-7% -$98.5K 0.06% 114
2024
Q1
$1.46M Buy
13,212
+5,000
+61% +$531K 0.07% 112
2023
Q4
$889K Buy
8,212
+5,000
+156% +$482K 0.08% 138
2023
Q3
$303K Hold
3,212
0.03% 228
2023
Q2
$320K Hold
3,212
0.03% 228
2023
Q1
$311K Hold
3,212
0.03% 225
2022
Q4
$304K Buy
+3,212
New +$308K 0.04% 209
2022
Q1
Sell
-18,549
Closed -$2.12M 387
2021
Q4
$2.12M Buy
18,549
+6,856
+59% +$781K 0.17% 73
2021
Q3
$1.28M Buy
11,693
+3
+0% +$330 0.11% 100
2021
Q2
$1.32M Sell
11,690
-145
-1% -$16.2K 0.12% 95
2021
Q1
$1.28M Buy
11,835
+1,517
+15% +$159K 0.12% 100
2020
Q4
$948K Buy
10,318
+7,055
+216% +$580K 0.1% 117
2020
Q3
$229K Buy
+3,263
New +$234K 0.03% 264
2020
Q1
Sell
-5,041
Closed -$423K 325
2019
Q4
$423K Buy
5,041
+765
+18% +$61.5K 0.05% 189
2019
Q3
$333K Sell
4,276
-71,062
-94% -$5.5M 0.04% 202
2019
Q2
$5.9M Buy
75,338
+23,107
+44% +$1.79M 0.73% 24
2019
Q1
$4.03M Sell
52,231
-34,467
-40% -$2.65M 0.54% 34
2018
Q4
$6.01M Buy
86,698
+34,467
+66% +$2.66M 0.9% 21
2018
Q3
$4.03M Sell
52,231
-316,951
-86% -$27.8M 0.54% 34
2018
Q2
$30.8M Buy
369,182
+268,630
+267% +$21.9M 4.08% 4
2018
Q1
$7.74M Sell
100,552
-16,006
-14% -$1.25M 1.01% 23
2017
Q4
$8.95M Buy
116,558
+113,226
+3,398% +$8.54M 1.17% 18
2017
Q3
$248K Sell
3,332
-194,908
-98% -$13.7M 0.03% 244
2017
Q2
$13.9M Buy
198,240
+187,399
+1,729% +$13M 2.08% 8
2017
Q1
$750K Sell
10,841
-353,159
-97% -$24.4M 0.11% 131
2016
Q4
$25M Buy
364,000
+28,064
+8% +$1.81M 3.77% 5
2016
Q3
$20.9M Buy
335,936
+321,966
+2,305% +$19.7M 3.02% 5
2016
Q2
$812K Hold
13,970
0.13% 134
2016
Q1
$786K Buy
13,970
+10
+0.1% +$522 0.13% 127
2015
Q4
$769K Buy
13,960
+1,038
+8% +$58.5K 0.14% 132
2015
Q3
$689K Buy
12,922
+622
+5% +$35.3K 0.12% 126
2015
Q2
$725K Hold
12,300
0.1% 135
2015
Q1
$726K Hold
12,300
0.1% 143
2014
Q4
$702K Sell
12,300
-220
-2% -$12K 0.09% 147
2014
Q3
$653K Hold
12,520
0.09% 152
2014
Q2
$702K Sell
12,520
-1,080
-8% -$58.4K 0.09% 144
2014
Q1
$749K Sell
13,600
-408,050
-97% -$22.1M 0.11% 127
2013
Q4
$23M Buy
+421,650
New +$22M 3.75% 3

Other funds holding IJR

Hollencrest Capital Management's IJR Position: Q2 2026 in Review

Hollencrest Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $137 and bringing the position to 4,052 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #200.

Hollencrest Capital Management first reported a position in IJR in Q4 2013 and has held it in 46 quarters since. The position peaked at $30.8M in Q2 2018. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hollencrest Capital Management held 4,052 shares of iShares Core S&P Small-Cap ETF worth $601K as of Q2 2026.
  • Hollencrest Capital Management bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Hollencrest Capital Management's portfolio in Q2 2026, its #200 holding.
  • Hollencrest Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 46 quarters since.
  • Hollencrest Capital Management's iShares Core S&P Small-Cap ETF position peaked at $30.8M in Q2 2018.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.