Superior Planning, LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Superior Planning, LLC’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 Q3	$61.9K	Buy	+455	New	+$65.8K	0.03%	318

Other funds holding IJR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Superior Planning, LLC's IJR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 455 shares worth $61.9K. The stake represents 0.03% of the portfolio and ranks #318 among its holdings.

2,276 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Superior Planning, LLC held 455 shares of iShares Core S&P Small-Cap ETF worth $61.9K as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #318 holding.
2,276 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.