Hopwood Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hopwood Financial Services’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	$8.6M	Buy	57,977 +240	+0.4%	+$32.9K	4.98%	6
2026 Q1	$7.18M	Buy	57,737 +433	+0.8%	+$55K	4.84%	6
2025 Q4	$6.89M	Buy	57,304 +968	+2%	+$116K	4.85%	5
2025 Q3	$6.69M	Buy	56,336 +796	+1%	+$91.5K	4.47%	5
2025 Q2	$6.07M	Buy	55,540 +1,605	+3%	+$166K	4.75%	4
2025 Q1	$5.64M	Buy	53,935 +1,357	+3%	+$153K	4.36%	6
2024 Q4	$6.06M	Buy	+52,578	New	+$6.28M	4.59%	5

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hopwood Financial Services's IJR Position: Q2 2026 in Review

Hopwood Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.42% in Q2 2026, buying an estimated $32.9K and bringing the position to 57,977 shares worth $8.6M. The position accounts for 4.98% of the portfolio, ranked #6.

Hopwood Financial Services first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 1,500 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hopwood Financial Services held 57,977 shares of iShares Core S&P Small-Cap ETF worth $8.6M as of Q2 2026.
Hopwood Financial Services bought 240 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $32.9K.
iShares Core S&P Small-Cap ETF made up 4.98% of Hopwood Financial Services's portfolio in Q2 2026, its #6 holding.
Hopwood Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,500 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.