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Stonehearth Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stonehearth Capital 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 		– Sell
-2,701
Closed -$325K – 100
2025
Q4 		$325K Hold
2,701
– – 0.12% 65
2025
Q3 		$321K Hold
2,701
– – 0.12% 65
2025
Q2 		$295K Sell
2,701
-53,764
-95% -$5.56M 0.12% 64
2025
Q1 		$5.9M Buy
56,465
+1,748
+3% +$197K 2.44% 13
2024
Q4 		$6.3M Buy
54,717
+284
+0.5% +$33.9K 2.53% 11
2024
Q3 		$6.37M Buy
54,433
+1,143
+2% +$129K 2.53% 11
2024
Q2 		$5.68M Buy
53,290
+2,681
+5% +$287K 2.43% 12
2024
Q1 		$5.59M Buy
50,609
+9
+0% +$956 2.53% 12
2023
Q4 		$5.48M Sell
50,600
-29,131
-37% -$2.81M 2.69% 11
2023
Q3 		$7.52M Buy
79,731
+1,419
+2% +$142K 4.1% 8
2023
Q2 		$7.8M Buy
78,312
+1,575
+2% +$150K 4.11% 8
2023
Q1 		$7.42M Buy
76,737
+1,982
+3% +$198K 3.99% 9
2022
Q4 		$7.07M Buy
74,755
+1,716
+2% +$165K 3.98% 8
2022
Q3 		$6.37M Buy
73,039
+559
+0.8% +$54.3K 3.9% 9
2022
Q2 		$6.79M Buy
72,480
+56
+0.1% +$5.57K 3.87% 9
2022
Q1 		$7.81M Buy
72,424
+2,559
+4% +$276K 4.05% 10
2021
Q4 		$8M Buy
69,865
+24,854
+55% +$2.83M 4.14% 10
2021
Q3 		$4.92M Sell
45,011
-1,985
-4% -$219K 2.56% 12
2021
Q2 		$5.31M Sell
46,996
-1,967
-4% -$219K 2.61% 12
2021
Q1 		$5.31M Sell
48,963
-2,019
-4% -$211K 2.89% 11
2020
Q4 		$4.68M Buy
+50,982
New +$4.19M 2.64% 12

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Stonehearth Capital Management's IJR Position: Q1 2026 in Review

Stonehearth Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 2,701 shares — an estimated $325K sold.

Stonehearth Capital Management first reported a position in IJR in Q4 2020 and held it in 21 quarters. The position peaked at $8M in Q4 2021. 2,754 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Stonehearth Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Stonehearth Capital Management sold 2,701 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $325K.
  • Stonehearth Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 21 quarters.
  • Stonehearth Capital Management's iShares Core S&P Small-Cap ETF position peaked at $8M in Q4 2021.
  • 2,754 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Stonehearth Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.