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Team Hewins’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Team Hewins’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 		$516K Hold
3,482
– – 0.14% 25
2026
Q1 		$433K Sell
3,482
-25
-0.7% -$3.18K 0.13% 27
2025
Q4 		$421K Hold
3,507
– – 0.14% 27
2025
Q3 		$417K Buy
+3,507
New +$403K 0.14% 25

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
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
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

Team Hewins's IJR Position: Q2 2026 in Review

Team Hewins held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,482 shares worth $516K. The position accounts for 0.14% of the portfolio, ranked #25.

Team Hewins first reported a position in IJR in Q3 2025 and has held it in 4 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Team Hewins held 3,482 shares of iShares Core S&P Small-Cap ETF worth $516K as of Q2 2026.
  • Team Hewins left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Team Hewins's portfolio in Q2 2026, its #25 holding.
  • Team Hewins first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.