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Houlihan Financial Resource Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Houlihan Financial Resource Group’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 		$12.6M Sell
101,288
-584
-0.6% -$74.2K 4.91% 2
2025
Q4 		$12.6M Buy
101,872
+51,302
+101% +$6.14M 4.78% 2
2025
Q3 		$6.01M Sell
50,570
-57,253
-53% -$6.58M 5.28% 2
2025
Q2 		$11.8M Sell
107,823
-4,332
-4% -$448K 4.91% 2
2025
Q1 		$11.7M Sell
112,155
-3,576
-3% -$404K 5.27% 2
2024
Q4 		$13.3M Sell
115,731
-2,405
-2% -$287K 5.69% 2
2024
Q3 		$13.8M Buy
+118,136
New +$13.3M 5.71% 2
2024
Q2 		– Sell
-123,054
Closed -$13.6M – 77
2024
Q1 		$13.6M Sell
123,054
-22
-0% -$2.34K 6.1% 2
2023
Q4 		$13.3M Buy
123,076
+2,728
+2% +$263K 6.46% 2
2023
Q3 		$11M Buy
+120,348
New +$12M 5.9% 2
2023
Q2 		– Sell
-121,291
Closed -$11.7M – 154
2023
Q1 		$11.7M Buy
121,291
+1,720
+1% +$172K 6.4% 2
2022
Q4 		$11.7M Buy
119,571
+290
+0.2% +$27.8K 6.75% 2
2022
Q3 		$11M Buy
+119,281
New +$11.6M 6.69% 2
2020
Q3 		$9.13M Buy
+112,253
New +$8.04M 5.27% 2
2020
Q1 		$6.21M Buy
110,703
+14,639
+15% +$1.09M 5.4% 3
2019
Q4 		$8.05M Buy
+96,064
New +$7.73M 5.21% 2

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

Houlihan Financial Resource Group's IJR Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.57% in Q1 2026, selling an estimated $74.2K and leaving 101,288 shares worth $12.6M. The position accounts for 4.91% of the portfolio, ranked #2.

Houlihan Financial Resource Group first reported a position in IJR in Q4 2019 and has held it in 16 quarters since. The position peaked at $13.8M in Q3 2024. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Houlihan Financial Resource Group held 101,288 shares of iShares Core S&P Small-Cap ETF worth $12.6M as of Q1 2026.
  • Houlihan Financial Resource Group sold 584 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $74.2K.
  • iShares Core S&P Small-Cap ETF made up 4.91% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #2 holding.
  • Houlihan Financial Resource Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 16 quarters since.
  • Houlihan Financial Resource Group's iShares Core S&P Small-Cap ETF position peaked at $13.8M in Q3 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.