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

Hughes Financial Services’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	$278K	Hold	1,872	–	–	0.04%	68
2026 Q1	$233K	Hold	1,872	–	–	0.04%	70
2025 Q4	$225K	Sell	1,872 -21	-1%	-$2.51K	0.04%	68
2025 Q3	$225K	Sell	1,893 -83	-4%	-$9.55K	0.04%	65
2025 Q2	$219K	Sell	1,976 -7,446	-79%	-$770K	0.04%	66
2025 Q1	$987K	Buy	9,422 +7,474	+384%	+$843K	0.19%	35
2024 Q4	$224K	Buy	+1,948	New	+$233K	0.05%	60

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 22.96% 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

Hughes Financial Services's IJR Position: Q2 2026 in Review

Hughes Financial Services held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,872 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #68.

Hughes Financial Services first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $987K in Q1 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hughes Financial Services held 1,872 shares of iShares Core S&P Small-Cap ETF worth $278K as of Q2 2026.
Hughes Financial Services left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Hughes Financial Services's portfolio in Q2 2026, its #68 holding.
Hughes Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's iShares Core S&P Small-Cap ETF position peaked at $987K in Q1 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.