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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
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 $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

Hubbell Strickland Wealth Management's IJR Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.76% in Q1 2026, buying an estimated $30.6K and bringing the position to 32,096 shares worth $3.99M. The position accounts for 1.59% of the portfolio, ranked #14.

Hubbell Strickland Wealth Management first reported a position in IJR in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.08M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Hubbell Strickland Wealth Management held 32,096 shares of iShares Core S&P Small-Cap ETF worth $3.99M as of Q1 2026.
  • Hubbell Strickland Wealth Management bought 241 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $30.6K.
  • iShares Core S&P Small-Cap ETF made up 1.59% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #14 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 27 quarters since.
  • Hubbell Strickland Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $5.08M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.