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

HRT Financial’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 		– Sell
-22,273
Closed -$2.68M – 4226
2025
Q4 		$2.68M Buy
22,273
+13,410
+151% +$1.6M 0.01% 1118
2025
Q3 		$1.05M Sell
8,863
-10,693
-55% -$1.23M ﹤0.01% 1494
2025
Q2 		$2.14M Buy
19,556
+15,082
+337% +$1.56M 0.01% 893
2025
Q1 		$467K Buy
+4,474
New +$505K ﹤0.01% 1500
2024
Q4 		– Sell
-1,778
Closed -$207K – 2793
2024
Q3 		$207K Sell
1,778
-1,297
-42% -$147K ﹤0.01% 1960
2024
Q2 		$327K Buy
+3,075
New +$329K ﹤0.01% 1477
2023
Q4 		– Sell
-7,041
Closed -$664K – 2672
2023
Q3 		$664K Sell
7,041
-68,836
-91% -$6.88M 0.01% 1240
2023
Q2 		$7.56M Buy
75,877
+34,341
+83% +$3.27M 0.07% 194
2023
Q1 		$4.02M Sell
41,536
-74,261
-64% -$7.42M 0.05% 312
2022
Q4 		$11M Buy
+115,797
New +$11.1M 0.16% 116
2022
Q3 		– Sell
-199,057
Closed -$18.4M – 3129
2022
Q2 		$18.4M Buy
199,057
+51,073
+35% +$5.08M 0.2% 72
2022
Q1 		$16M Buy
+147,984
New +$16M 0.11% 98
2021
Q4 		– Sell
-172,703
Closed -$18.9M – 3593
2021
Q3 		$18.9M Buy
+172,703
New +$19M 0.12% 87
2021
Q2 		– Sell
-36,998
Closed -$4.01M – 3151
2021
Q1 		$4.01M Buy
+36,998
New +$3.87M 0.04% 335
2020
Q4 		– Sell
-5,350
Closed -$375K – 2129
2020
Q3 		$375K Buy
+5,350
New +$383K 0.01% 1022
2020
Q1 		– Sell
-27,520
Closed -$2.31M – 1031
2019
Q4 		$2.31M Buy
27,520
+14,525
+112% +$1.17M 0.1% 162
2019
Q3 		$1.01M Sell
12,995
-2,119
-14% -$164K 0.05% 355
2019
Q2 		$1.18M Buy
+15,114
New +$1.17M 0.07% 243
2015
Q3 		– Sell
-27,882
Closed -$1.64M – 126
2015
Q2 		$1.64M Buy
+27,882
New +$1.65M 0.77% 24

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

HRT Financial's IJR Position: Q1 2026 in Review

HRT Financial sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 22,273 shares — an estimated $2.68M sold.

HRT Financial first reported a position in IJR in Q2 2015 and held it in 19 quarters. The position peaked at $18.9M in Q3 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • HRT Financial reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 22,273 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.68M.
  • HRT Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2015 and held it in 19 quarters.
  • HRT Financial's iShares Core S&P Small-Cap ETF position peaked at $18.9M in Q3 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.