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Hubbell Strickland Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hubbell Strickland Wealth 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 		$4.93M Buy
33,251
+1,155
+4% +$159K 1.78% 11
2026
Q1 		$3.99M Buy
32,096
+241
+0.8% +$30.6K 1.59% 14
2025
Q4 		$3.83M Buy
31,855
+166
+0.5% +$19.9K 1.54% 14
2025
Q3 		$3.77M Buy
31,689
+571
+2% +$65.7K 1.55% 14
2025
Q2 		$3.4M Sell
31,118
-3,079
-9% -$318K 1.5% 13
2025
Q1 		$3.58M Buy
34,197
+1,486
+5% +$168K 1.69% 13
2024
Q4 		$3.77M Buy
32,711
+3,049
+10% +$364K 1.79% 12
2024
Q3 		$3.47M Buy
29,662
+242
+0.8% +$27.3K 1.62% 13
2024
Q2 		$3.14M Buy
29,420
+261
+0.9% +$27.9K 1.57% 13
2024
Q1 		$3.22M Buy
29,159
+712
+3% +$75.6K 1.63% 13
2023
Q4 		$3.08M Buy
28,447
+36
+0.1% +$3.47K 1.68% 13
2023
Q3 		$2.68M Buy
28,411
+163
+0.6% +$16.3K 1.61% 13
2023
Q2 		$2.81M Sell
28,248
-1,635
-5% -$156K 1.63% 13
2023
Q1 		$2.89M Sell
29,883
-13,271
-31% -$1.33M 1.75% 12
2022
Q4 		$4.08M Sell
43,154
-68
-0.2% -$6.52K 2.49% 7
2022
Q3 		$3.77M Buy
43,222
+1,414
+3% +$137K 2.63% 7
2022
Q2 		$3.86M Sell
41,808
-271
-0.6% -$27K 2.57% 8
2022
Q1 		$4.54M Sell
42,079
-2,289
-5% -$247K 2.7% 6
2021
Q4 		$5.08M Buy
44,368
+978
+2% +$111K 2.81% 6
2021
Q3 		$4.74M Sell
43,390
-839
-2% -$92.4K 2.87% 6
2021
Q2 		$5M Buy
44,229
+695
+2% +$77.5K 3.01% 6
2021
Q1 		$4.72M Sell
43,534
-1,479
-3% -$155K 3.04% 6
2020
Q4 		$4.14M Buy
45,013
+228
+0.5% +$18.7K 2.82% 6
2020
Q3 		$3.15M Sell
44,785
-1,721
-4% -$123K 2.45% 6
2020
Q2 		$3.18M Buy
46,506
+239
+0.5% +$15.1K 2.67% 6
2020
Q1 		$2.6M Sell
46,267
-941
-2% -$70.1K 2.63% 6
2019
Q4 		$3.96M Sell
47,208
-3,678
-7% -$296K 3.2% 6
2019
Q3 		$3.96M Buy
+50,886
New +$3.94M 3.43% 6

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hubbell Strickland Wealth Management's IJR Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.6% in Q2 2026, buying an estimated $159K and bringing the position to 33,251 shares worth $4.93M. The position accounts for 1.78% of the portfolio, ranked #11.

Hubbell Strickland Wealth Management first reported a position in IJR in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.08M in Q4 2021. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hubbell Strickland Wealth Management held 33,251 shares of iShares Core S&P Small-Cap ETF worth $4.93M as of Q2 2026.
  • Hubbell Strickland Wealth Management bought 1,155 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $159K.
  • iShares Core S&P Small-Cap ETF made up 1.78% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Hubbell Strickland Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Hubbell Strickland Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $5.08M in Q4 2021.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.