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 Q2	–	Sell	-28	Closed	-$3.53K	–	90
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 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 22.9% 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

Capital & Planning LLC's IJR Position: Q2 2026 in Review

Capital & Planning LLC sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 28 shares — an estimated $3.53K sold.

Capital & Planning LLC first reported a position in IJR in Q4 2024 and held it in 2 quarters. The position peaked at $3.53K in Q1 2026. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Capital & Planning LLC reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 28 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.53K.
Capital & Planning LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's iShares Core S&P Small-Cap ETF position peaked at $3.53K in Q1 2026.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.