HUB Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

HUB Investment Partners’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	$3.93M	Sell	26,477 -945	-3%	-$130K	0.07%	207
2026 Q1	$3.41M	Buy	27,422 +4,041	+17%	+$513K	0.08%	193
2025 Q4	$2.81M	Buy	23,381 +773	+3%	+$92.4K	0.07%	180
2025 Q3	$2.69M	Buy	22,608 +129	+0.6%	+$14.8K	0.09%	168
2025 Q2	$2.46M	Buy	22,479 +48	+0.2%	+$4.96K	0.08%	171
2025 Q1	$2.35M	Sell	22,431 -2,658	-11%	-$300K	0.09%	151
2024 Q4	$2.89M	Sell	25,089 -438	-2%	-$52.3K	0.12%	131
2024 Q3	$2.99M	Sell	25,527 -470	-2%	-$53.1K	0.13%	130
2024 Q2	$2.77M	Buy	25,997 +17,857	+219%	+$1.91M	0.11%	132
2024 Q1	$900K	Buy	8,140 +1,973	+32%	+$210K	0.05%	188
2023 Q4	$668K	Buy	6,167 +1,452	+31%	+$140K	0.05%	201
2023 Q3	$445K	Sell	4,715 -71	-1%	-$7.09K	0.07%	150
2023 Q2	$477K	Buy	4,786 +2,004	+72%	+$191K	0.08%	137
2023 Q1	$269K	Sell	2,782 -75	-3%	-$7.5K	0.06%	177
2022 Q4	$270K	Sell	2,857 -43	-1%	-$4.12K	0.06%	113
2022 Q3	$253K	Buy	+2,900	New	+$282K	0.08%	152

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 22.9% 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

HUB Investment Partners's IJR Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q2 2026, selling an estimated $130K and leaving 26,477 shares worth $3.93M. The position accounts for 0.07% of the portfolio, ranked #207.

HUB Investment Partners first reported a position in IJR in Q3 2022 and has held it in 16 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

HUB Investment Partners held 26,477 shares of iShares Core S&P Small-Cap ETF worth $3.93M as of Q2 2026.
HUB Investment Partners sold 945 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $130K.
iShares Core S&P Small-Cap ETF made up 0.07% of HUB Investment Partners's portfolio in Q2 2026, its #207 holding.
HUB Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.