Capital Planning
IJR icon

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
Q3 		$4.89M Sell
35,955
-50
-0.1% -$7.24K 1.3% 22
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

Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning's IJR Position: Q3 2026 in Review

Capital Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.14% in Q3 2026, selling an estimated $7.24K and leaving 35,955 shares worth $4.89M. The position accounts for 1.3% of the portfolio, ranked #22.

Capital Planning first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.34M in Q2 2026. 1,341 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Capital Planning held 35,955 shares of iShares Core S&P Small-Cap ETF worth $4.89M as of Q3 2026.
  • Capital Planning sold 50 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $7.24K.
  • iShares Core S&P Small-Cap ETF made up 1.3% of Capital Planning's portfolio in Q3 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 24 quarters since.
  • Capital Planning's iShares Core S&P Small-Cap ETF position peaked at $5.34M in Q2 2026.
  • 1,341 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.