Van Hulzen Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Van Hulzen Asset 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	$350K	Buy	2,813 +180	+7%	+$22.9K	0.03%	282
2025 Q4	$316K	Buy	+2,633	New	+$315K	0.02%	265
2025 Q1	–	Sell	-24,644	Closed	-$2.84M	–	674
2024 Q4	$2.84M	Buy	24,644 +851	+4%	+$102K	0.21%	86
2024 Q3	$2.78M	Buy	23,793 +184	+0.8%	+$20.8K	0.2%	91
2024 Q2	$2.52M	Buy	23,609 +76	+0.3%	+$8.13K	0.17%	94
2024 Q1	$2.6M	Buy	23,533 +357	+2%	+$37.9K	0.17%	96
2023 Q4	$2.51M	Buy	23,176 +197	+0.9%	+$19K	0.18%	92
2023 Q3	$2.17M	Buy	22,979 +14,940	+186%	+$1.49M	0.17%	94
2023 Q2	$801K	Buy	8,039 +266	+3%	+$25.3K	0.07%	137
2023 Q1	$752K	Sell	7,773 -18,974	-71%	-$1.9M	0.07%	140
2022 Q4	$2.53M	Sell	26,747 -1,153	-4%	-$111K	0.29%	74
2022 Q3	$2.43M	Buy	27,900 +21,211	+317%	+$2.06M	0.3%	75
2022 Q2	$618K	Sell	6,689 -21,808	-77%	-$2.17M	0.07%	149
2022 Q1	$3.07M	Sell	28,497 -7,937	-22%	-$857K	0.33%	72
2021 Q4	$4.17M	Buy	36,434 +3,698	+11%	+$421K	0.46%	59
2021 Q3	$3.57M	Buy	32,736 +2,770	+9%	+$305K	0.53%	53
2021 Q2	$3.39M	Buy	29,966 +4,961	+20%	+$553K	0.51%	54
2021 Q1	$2.71M	Buy	25,005 +22,597	+938%	+$2.37M	0.43%	60
2020 Q4	$221K	Buy	+2,408	New	+$198K	0.03%	256
2019 Q1	–	Sell	-12,733	Closed	-$883K	–	244
2018 Q4	$883K	Sell	12,733 -5,461	-30%	-$422K	0.26%	75
2018 Q3	$1.59M	Buy	+18,194	New	+$1.59M	0.42%	60
2017 Q2	–	Sell	-33,548	Closed	-$2.32M	–	144
2017 Q1	$2.32M	Sell	33,548 -2,336	-7%	-$161K	1.06%	37
2016 Q4	$2.47M	Buy	+35,884	New	+$2.31M	1.14%	35

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Van Hulzen Asset Management's IJR Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.8% in Q1 2026, buying an estimated $22.9K and bringing the position to 2,813 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #282.

Van Hulzen Asset Management first reported a position in IJR in Q4 2016 and has held it in 23 quarters since. The position peaked at $4.17M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Van Hulzen Asset Management held 2,813 shares of iShares Core S&P Small-Cap ETF worth $350K as of Q1 2026.
Van Hulzen Asset Management bought 180 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $22.9K.
iShares Core S&P Small-Cap ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #282 holding.
Van Hulzen Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 23 quarters since.
Van Hulzen Asset Management's iShares Core S&P Small-Cap ETF position peaked at $4.17M in Q4 2021.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.