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

Howard Capital Management 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 Q2	$660K	Hold	4,449	–	–	0.04%	80
2026 Q1	$553K	Hold	4,449	–	–	0.04%	83
2025 Q4	$535K	Hold	4,449	–	–	0.03%	83
2025 Q3	$529K	Hold	4,449	–	–	0.03%	87
2025 Q2	$486K	Hold	4,449	–	–	0.03%	82
2025 Q1	$465K	Hold	4,449	–	–	0.04%	82
2024 Q4	$513K	Sell	4,449 -224	-5%	-$26.8K	0.04%	83
2024 Q3	$547K	Hold	4,673	–	–	0.04%	83
2024 Q2	$498K	Sell	4,673 -95	-2%	-$10.2K	0.04%	82
2024 Q1	$527K	Buy	+4,768	New	+$506K	0.04%	83

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

Howard Capital Management Group's IJR Position: Q2 2026 in Review

Howard Capital Management Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,449 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #80.

Howard Capital Management Group first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Howard Capital Management Group held 4,449 shares of iShares Core S&P Small-Cap ETF worth $660K as of Q2 2026.
Howard Capital Management Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Howard Capital Management Group's portfolio in Q2 2026, its #80 holding.
Howard Capital Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.