HGWM
IJR icon

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

Horst & Graben 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 		$352K Buy
2,390
+75
+3% +$10.3K 0.05% 146
2026
Q1 		$316K Buy
2,315
+58
+3% +$7.37K 0.04% 148
2025
Q4 		$271K Buy
2,257
+51
+2% +$6.1K 0.04% 148
2025
Q3 		$262K Buy
2,206
+43
+2% +$4.95K 0.04% 150
2025
Q2 		$236K Sell
2,163
-131
-6% -$13.5K 0.04% 154
2025
Q1 		$240K Buy
2,294
+44
+2% +$4.96K 0.04% 144
2024
Q4 		$259K Sell
2,250
-54
-2% -$6.45K 0.05% 132
2024
Q3 		$270K Sell
2,304
-9
-0.4% -$1.02K 0.05% 120
2024
Q2 		$247K Sell
2,313
-183
-7% -$19.6K 0.05% 127
2024
Q1 		$276K Sell
2,496
-400
-14% -$42.5K 0.06% 117
2023
Q4 		$313K Sell
2,896
-2,558
-47% -$247K 0.07% 100
2023
Q3 		$514K Sell
5,454
-2,023
-27% -$202K 0.13% 71
2023
Q2 		$745K Sell
7,477
-16,130
-68% -$1.54M 0.18% 58
2023
Q1 		$2.28M Sell
23,607
-28,491
-55% -$2.85M 0.57% 28
2022
Q4 		$4.93M Sell
52,098
-7,205
-12% -$691K 1.29% 15
2022
Q3 		$5.17M Buy
59,303
+56,330
+1,895% +$5.47M 1.47% 16
2022
Q2 		$275K Sell
2,973
-82
-3% -$8.15K 0.07% 112
2022
Q1 		$330K Buy
3,055
+529
+21% +$57.1K 0.08% 103
2021
Q4 		$289K Sell
2,526
-14
-0.6% -$1.6K 0.07% 109
2021
Q3 		$277K Sell
2,540
-208
-8% -$22.9K 0.08% 107
2021
Q2 		$310K Buy
2,748
+277
+11% +$30.9K 0.09% 105
2021
Q1 		$268K Buy
2,471
+35
+1% +$3.66K 0.08% 110
2020
Q4 		$224K Buy
+2,436
New +$200K 0.08% 102

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horst & Graben Wealth Management's IJR Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,390 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #146.

Horst & Graben Wealth Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.17M in Q3 2022. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Horst & Graben Wealth Management held 2,390 shares of iShares Core S&P Small-Cap ETF worth $352K as of Q2 2026.
  • Horst & Graben Wealth Management bought 75 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10.3K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Horst & Graben Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $5.17M in Q3 2022.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.