Hudson Valley Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hudson Valley Investment Advisors’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	$685K	Sell	4,618 -8	-0.2%	-$1.1K	0.08%	105
2026 Q1	$575K	Sell	4,626 -10	-0.2%	-$1.27K	0.07%	108
2025 Q4	$557K	Buy	4,636 +375	+9%	+$44.8K	0.06%	113
2025 Q3	$506K	Hold	4,261	–	–	0.05%	124
2025 Q2	$466K	Buy	4,261 +43	+1%	+$4.45K	0.05%	124
2025 Q1	$441K	Sell	4,218 -1	-0%	-$113	0.05%	119
2024 Q4	$486K	Sell	4,219 -363	-8%	-$43.4K	0.06%	119
2024 Q3	$536K	Sell	4,582 -386	-8%	-$43.6K	0.06%	117
2024 Q2	$527K	Hold	4,968	–	–	0.07%	128
2024 Q1	$549K	Hold	4,968	–	–	0.07%	121
2023 Q4	$527K	Sell	4,968 -1,015	-17%	-$97.8K	0.07%	128
2023 Q3	$564K	Sell	5,983 -118	-2%	-$11.8K	0.08%	127
2023 Q2	$608K	Sell	6,101 -325	-5%	-$30.9K	0.08%	126
2023 Q1	$621K	Sell	6,426 -679	-10%	-$67.9K	0.09%	133
2022 Q4	$672K	Sell	7,105 -54	-0.8%	-$5.18K	0.1%	125
2022 Q3	$624K	Sell	7,159 -76	-1%	-$7.38K	0.1%	126
2022 Q2	$669K	Sell	7,235 -89	-1%	-$8.85K	0.1%	122
2022 Q1	$790K	Buy	7,324 +424	+6%	+$45.8K	0.11%	122
2021 Q4	$790K	Sell	6,900 -15	-0.2%	-$1.71K	0.12%	104
2021 Q3	$755K	Buy	6,915 +478	+7%	+$52.6K	0.13%	103
2021 Q2	$727K	Hold	6,437	–	–	0.13%	105
2021 Q1	$699K	Sell	6,437 -190	-3%	-$19.9K	0.12%	104
2020 Q4	$609K	Hold	6,627	–	–	0.12%	104
2020 Q3	$465K	Sell	6,627 -549	-8%	-$39.3K	0.1%	107
2020 Q2	$490K	Sell	7,176 -214	-3%	-$13.5K	0.11%	104
2020 Q1	$415K	Sell	7,390 -3,625	-33%	-$270K	0.11%	105
2019 Q4	$924K	Sell	11,015 -275	-2%	-$22.1K	0.2%	93
2019 Q3	$879K	Hold	11,290	–	–	0.2%	95
2019 Q2	$884K	Buy	+11,290	New	+$876K	0.2%	97

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hudson Valley Investment Advisors's IJR Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.17% in Q2 2026, selling an estimated $1.1K and leaving 4,618 shares worth $685K. The position accounts for 0.08% of the portfolio, ranked #105.

Hudson Valley Investment Advisors first reported a position in IJR in Q2 2019 and has held it in 29 quarters since. The position peaked at $924K in Q4 2019. 1,509 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hudson Valley Investment Advisors held 4,618 shares of iShares Core S&P Small-Cap ETF worth $685K as of Q2 2026.
Hudson Valley Investment Advisors sold 8 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.1K.
iShares Core S&P Small-Cap ETF made up 0.08% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #105 holding.
Hudson Valley Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Hudson Valley Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $924K in Q4 2019.
1,509 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.