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

Hoxton Planning & 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	$784K	Sell	5,286 -57	-1%	-$7.82K	0.2%	83
2026 Q1	$664K	Sell	5,343 -3	-0.1%	-$381	0.2%	87
2025 Q4	$642K	Buy	5,346 +11	+0.2%	+$1.32K	0.19%	86
2025 Q3	$634K	Buy	5,335 +34	+0.6%	+$3.91K	0.2%	88
2025 Q2	$579K	Sell	5,301 -82	-2%	-$8.48K	0.2%	90
2025 Q1	$563K	Buy	5,383 +40	+0.7%	+$4.51K	0.21%	89
2024 Q4	$616K	Sell	5,343 -125	-2%	-$14.9K	0.24%	83
2024 Q3	$640K	Buy	5,468 +58	+1%	+$6.55K	0.25%	76
2024 Q2	$577K	Buy	5,410 +21	+0.4%	+$2.25K	0.27%	71
2024 Q1	$596K	Sell	5,389 -90	-2%	-$9.56K	0.29%	66
2023 Q4	$593K	Sell	5,479 -620	-10%	-$59.8K	0.31%	59
2023 Q3	$575K	Sell	6,099 -222	-4%	-$22.2K	0.37%	56
2023 Q2	$630K	Sell	6,321 -2,048	-24%	-$195K	0.39%	47
2023 Q1	$809K	Sell	8,369 -11,689	-58%	-$1.17M	0.45%	37
2022 Q4	$1.9M	Buy	+20,058	New	+$1.92M	1.01%	20

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

Hoxton Planning & Management's IJR Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, selling an estimated $7.82K and leaving 5,286 shares worth $784K. The position accounts for 0.2% of the portfolio, ranked #83.

Hoxton Planning & Management first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q4 2022. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hoxton Planning & Management held 5,286 shares of iShares Core S&P Small-Cap ETF worth $784K as of Q2 2026.
Hoxton Planning & Management sold 57 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.82K.
iShares Core S&P Small-Cap ETF made up 0.2% of Hoxton Planning & Management's portfolio in Q2 2026, its #83 holding.
Hoxton Planning & Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares Core S&P Small-Cap ETF position peaked at $1.9M in Q4 2022.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.