Avantax Planning Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Avantax Planning Partners’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	$382K	Buy	+2,577	New	+$354K	0.01%	327
2026 Q1	–	Sell	-1,731	Closed	-$208K	–	450
2025 Q4	$208K	Sell	1,731 -546	-24%	-$65.3K	0.01%	419
2025 Q3	$271K	Sell	2,277 -440	-16%	-$50.6K	0.01%	372
2025 Q2	$297K	Buy	2,717 +150	+6%	+$15.5K	0.01%	355
2025 Q1	$268K	Sell	2,567 -590	-19%	-$66.6K	0.01%	359
2024 Q4	$364K	Buy	3,157 +31	+1%	+$3.7K	0.01%	299
2024 Q3	$366K	Buy	3,126 +1,129	+57%	+$128K	0.01%	303
2024 Q2	$213K	Sell	1,997 -16	-0.8%	-$1.71K	0.01%	433
2024 Q1	$222K	Sell	2,013 -204	-9%	-$21.7K	0.01%	426
2023 Q4	$240K	Buy	+2,217	New	+$214K	0.01%	330
2023 Q2	–	Sell	-2,214	Closed	-$214K	–	379
2023 Q1	$214K	Buy	+2,214	New	+$221K	0.01%	347
2021 Q1	–	Sell	-2,199	Closed	-$202K	–	322
2020 Q4	$202K	Buy	+2,199	New	+$181K	0.01%	279
2020 Q1	–	Sell	-3,253	Closed	-$273K	–	294
2019 Q4	$273K	Buy	3,253 +2	+0.1%	+$161	0.02%	244
2019 Q3	$253K	Sell	3,251 -173	-5%	-$13.4K	0.02%	257
2019 Q2	$267K	Sell	3,424 -1,223	-26%	-$94.9K	0.02%	248
2019 Q1	$359K	Buy	4,647 +164	+4%	+$12.6K	0.02%	210
2018 Q4	$311K	Sell	4,483 -51	-1%	-$3.94K	0.02%	197
2018 Q3	$396K	Sell	4,534 -136	-3%	-$11.9K	0.03%	163
2018 Q2	$390K	Sell	4,670 -4,938	-51%	-$402K	0.03%	148
2018 Q1	$740K	Sell	9,608 -220	-2%	-$17.1K	0.06%	128
2017 Q4	$755K	Buy	9,828 +122	+1%	+$9.2K	0.07%	125
2017 Q3	$720K	Buy	9,706 +868	+10%	+$60.8K	0.06%	154
2017 Q2	$620K	Buy	8,838 +561	+7%	+$38.8K	0.05%	162
2017 Q1	$572K	Sell	8,277 -2,569	-24%	-$177K	0.05%	164
2016 Q4	$746K	Buy	+10,846	New	+$699K	0.08%	122

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

Avantax Planning Partners's IJR Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 2,577 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in IJR as recently as Q4 2025.

Avantax Planning Partners first reported a position in IJR in Q4 2016 and has held it in 25 quarters since. The position peaked at $755K in Q4 2017. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Avantax Planning Partners held 2,577 shares of iShares Core S&P Small-Cap ETF worth $382K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Avantax Planning Partners position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #327 holding.
Avantax Planning Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 25 quarters since.
Avantax Planning Partners's iShares Core S&P Small-Cap ETF position peaked at $755K in Q4 2017.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.