Relyea Zuckerberg Hanson’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Relyea Zuckerberg Hanson’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	$883K	Buy	5,956 +72	+1%	+$9.88K	0.07%	120
2026 Q1	$731K	Buy	5,884 +756	+15%	+$96K	0.07%	129
2025 Q4	$616K	Buy	5,128 +646	+14%	+$77.3K	0.06%	137
2025 Q3	$533K	Hold	4,482	–	–	0.06%	146
2025 Q2	$490K	Sell	4,482 -28	-0.6%	-$2.89K	0.06%	158
2025 Q1	$472K	Sell	4,510 -190	-4%	-$21.4K	0.06%	151
2024 Q4	$541K	Sell	4,700 -78	-2%	-$9.32K	0.07%	140
2024 Q3	$559K	Hold	4,778	–	–	0.09%	125
2024 Q2	$510K	Hold	4,778	–	–	0.09%	120
2024 Q1	$528K	Hold	4,778	–	–	0.09%	120
2023 Q4	$517K	Sell	4,778 -544	-10%	-$52.4K	0.1%	114
2023 Q3	$502K	Sell	5,322 -968	-15%	-$96.7K	0.11%	106
2023 Q2	$627K	Sell	6,290 -158	-2%	-$15K	0.14%	92
2023 Q1	$623K	Buy	6,448 +35	+0.5%	+$3.5K	0.15%	90
2022 Q4	$607K	Hold	6,413	–	–	0.17%	84
2022 Q3	$559K	Hold	6,413	–	–	0.2%	74
2022 Q2	$593K	Buy	6,413 +28	+0.4%	+$2.79K	0.22%	67
2022 Q1	$676K	Hold	6,385	–	–	0.22%	70
2021 Q4	$669K	Hold	6,385	–	–	0.24%	72
2021 Q3	$697K	Buy	6,385 +59	+0.9%	+$6.5K	0.27%	64
2021 Q2	$715K	Buy	6,326 +551	+10%	+$61.5K	0.29%	56
2021 Q1	$646K	Buy	5,775 +1,975	+52%	+$207K	0.29%	58
2020 Q4	$349K	Hold	3,800	–	–	0.19%	83
2020 Q3	$290K	Hold	3,800	–	–	0.19%	90
2020 Q2	$260K	Sell	3,800 -163	-4%	-$10.3K	0.21%	98
2020 Q1	$222K	Buy	3,963 +144	+4%	+$10.7K	0.24%	94
2019 Q4	$320K	Buy	+3,819	New	+$307K	0.31%	75

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

Relyea Zuckerberg Hanson's IJR Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, buying an estimated $9.88K and bringing the position to 5,956 shares worth $883K. The position accounts for 0.07% of the portfolio, ranked #120.

Relyea Zuckerberg Hanson first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Relyea Zuckerberg Hanson held 5,956 shares of iShares Core S&P Small-Cap ETF worth $883K as of Q2 2026.
Relyea Zuckerberg Hanson bought 72 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.88K.
iShares Core S&P Small-Cap ETF made up 0.07% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #120 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.