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

Center for Financial 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 		$1.96M Sell
13,188
-14
-0.1% -$1.92K 0.18% 45
2026
Q1 		$1.64M Sell
13,202
-338
-2% -$42.9K 0.17% 51
2025
Q4 		$1.63M Buy
13,540
+109
+0.8% +$13K 0.17% 51
2025
Q3 		$1.6M Sell
13,431
-385
-3% -$44.3K 0.17% 51
2025
Q2 		$1.51M Sell
13,816
-424
-3% -$43.8K 0.17% 49
2025
Q1 		$1.49M Buy
14,240
+2,501
+21% +$282K 0.19% 48
2024
Q4 		$1.35M Buy
11,739
+930
+9% +$111K 0.18% 51
2024
Q3 		$1.26M Buy
10,809
+38
+0.4% +$4.29K 0.17% 50
2024
Q2 		$1.15M Sell
10,771
-447
-4% -$47.8K 0.17% 52
2024
Q1 		$1.24M Buy
11,218
+131
+1% +$13.9K 0.19% 51
2023
Q4 		$1.2M Buy
11,087
+169
+2% +$16.3K 0.22% 47
2023
Q3 		$1.03M Sell
10,918
-202
-2% -$20.2K 0.22% 46
2023
Q2 		$1.11M Sell
11,120
-124
-1% -$11.8K 0.23% 44
2023
Q1 		$1.09M Sell
11,244
-1,061
-9% -$106K 0.25% 43
2022
Q4 		$1.16M Sell
12,305
-89
-0.7% -$8.54K 0.28% 40
2022
Q3 		$1.08M Sell
12,394
-100
-0.8% -$9.71K 0.29% 40
2022
Q2 		$1.16M Buy
12,494
+9
+0.1% +$895 0.29% 38
2022
Q1 		$1.35M Sell
12,485
-1,660
-12% -$179K 0.28% 40
2021
Q4 		$1.62M Buy
14,145
+1,675
+13% +$191K 0.33% 32
2021
Q3 		$1.36M Sell
12,470
-82
-0.7% -$9.03K 0.33% 36
2021
Q2 		$1.42M Buy
12,552
+243
+2% +$27.1K 0.35% 35
2021
Q1 		$1.34M Buy
12,309
+4,871
+65% +$510K 0.35% 33
2020
Q4 		$684K Sell
7,438
-413
-5% -$33.9K 0.19% 55
2020
Q3 		$551K Sell
7,851
-1,588
-17% -$114K 0.18% 62
2020
Q2 		$645K Sell
9,439
-4,015
-30% -$253K 0.23% 49
2020
Q1 		$755K Buy
13,454
+12,014
+834% +$895K 0.26% 43
2019
Q4 		$121K Buy
+1,440
New +$116K 0.03% 127

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Center for Financial Planning's IJR Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.11% in Q2 2026, selling an estimated $1.92K and leaving 13,188 shares worth $1.96M. The position accounts for 0.18% of the portfolio, ranked #45.

Center for Financial Planning first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 1,677 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Center for Financial Planning held 13,188 shares of iShares Core S&P Small-Cap ETF worth $1.96M as of Q2 2026.
  • Center for Financial Planning sold 14 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.92K.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Center for Financial Planning's portfolio in Q2 2026, its #45 holding.
  • Center for Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,677 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.