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

Capital Planning’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 		$5.34M Sell
36,005
-101
-0.3% -$13.9K 1.56% 22
2026
Q1 		$4.49M Buy
36,106
+4,697
+15% +$597K 1.46% 23
2025
Q4 		$3.81M Buy
31,409
+1,152
+4% +$138K 1.07% 27
2025
Q3 		$3.6M Buy
30,257
+53
+0.2% +$6.1K 1.05% 27
2025
Q2 		$3.3M Buy
30,204
+1,464
+5% +$151K 1.04% 28
2025
Q1 		$3.01M Buy
28,740
+234
+0.8% +$26.4K 0.84% 33
2024
Q4 		$3.28M Buy
28,506
+1,941
+7% +$232K 0.86% 28
2024
Q3 		$3.11M Buy
26,565
+590
+2% +$66.7K 0.87% 26
2024
Q2 		$2.77M Buy
25,975
+7,340
+39% +$785K 0.83% 27
2024
Q1 		$2.06M Buy
18,635
+1,538
+9% +$163K 0.67% 29
2023
Q4 		$1.85M Buy
17,097
+2,963
+21% +$286K 0.66% 29
2023
Q3 		$1.34M Buy
14,134
+569
+4% +$56.8K 0.53% 37
2023
Q2 		$1.35M Buy
13,565
+1,487
+12% +$142K 0.53% 37
2023
Q1 		$1.17M Buy
12,078
+14
+0.1% +$1.4K 0.48% 38
2022
Q4 		$1.14M Buy
12,064
+1,487
+14% +$143K 0.51% 38
2022
Q3 		$922K Buy
10,577
+201
+2% +$19.5K 0.52% 30
2022
Q2 		$959K Buy
10,376
+202
+2% +$20.1K 0.52% 33
2022
Q1 		$1.1M Sell
10,174
-394
-4% -$42.5K 0.43% 35
2021
Q4 		$1.21M Buy
10,568
+52
+0.5% +$5.93K 0.45% 37
2021
Q3 		$1.15M Sell
10,516
-78
-0.7% -$8.59K 0.47% 35
2021
Q2 		$1.2M Buy
10,594
+1,030
+11% +$115K 0.51% 36
2021
Q1 		$1.04M Buy
9,564
+65
+0.7% +$6.8K 0.46% 37
2020
Q4 		$873K Buy
+9,499
New +$780K 0.41% 40

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Capital Planning's IJR Position: Q2 2026 in Review

Capital Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.28% in Q2 2026, selling an estimated $13.9K and leaving 36,005 shares worth $5.34M. The position accounts for 1.56% of the portfolio, ranked #22.

Capital Planning first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Capital Planning held 36,005 shares of iShares Core S&P Small-Cap ETF worth $5.34M as of Q2 2026.
  • Capital Planning sold 101 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.9K.
  • iShares Core S&P Small-Cap ETF made up 1.56% of Capital Planning's portfolio in Q2 2026, its #22 holding.
  • Capital Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.