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

Capital & 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
Q1 		$3.53K Buy
+28
New +$3.56K ﹤0.01% 130
2025
Q1 		– Sell
-28
Closed -$3.25K – 100
2024
Q4 		$3.25K Buy
+28
New +$3.35K ﹤0.01% 143

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

Capital & Planning LLC's IJR Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 28 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #130 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in IJR as recently as Q4 2024.

Capital & Planning LLC first reported a position in IJR in Q4 2024 and has held it in 2 quarters since. 2,749 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Capital & Planning LLC held 28 shares of iShares Core S&P Small-Cap ETF worth $3.53K as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new Capital & Planning LLC position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #130 holding.
  • Capital & Planning LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.